PIM

Parasol Investment Management Portfolio holdings

AUM $61M
1-Year Est. Return 12.09%
This Quarter Est. Return
1 Year Est. Return
+12.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Sells

1 +$8.99M
2 +$758K
3 +$576K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$566K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$455K

Sector Composition

1 Consumer Staples 4%
2 Financials 3.46%
3 Energy 2.01%
4 Real Estate 1.59%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$7K ﹤0.01%
267
227
$7K ﹤0.01%
+73
228
$6K ﹤0.01%
80
229
$6K ﹤0.01%
+55
230
$6K ﹤0.01%
+195
231
$6K ﹤0.01%
277
232
$6K ﹤0.01%
+112
233
$6K ﹤0.01%
+164
234
$6K ﹤0.01%
77
235
$6K ﹤0.01%
+108
236
$6K ﹤0.01%
59
237
$6K ﹤0.01%
106
238
$6K ﹤0.01%
+68
239
$5K ﹤0.01%
+62
240
$5K ﹤0.01%
86
241
$5K ﹤0.01%
113
242
$5K ﹤0.01%
+62
243
$5K ﹤0.01%
+79
244
$5K ﹤0.01%
45
-1,320
245
$5K ﹤0.01%
82
246
$5K ﹤0.01%
69
247
$5K ﹤0.01%
+45
248
$4K ﹤0.01%
87
249
$4K ﹤0.01%
300
250
$4K ﹤0.01%
+69