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
+$226K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1 +$494K
2 +$372K
3 +$336K
4
IBM icon
IBM
IBM
+$307K
5
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$285K

Top Sells

1 +$7.81M
2 +$427K
3 +$329K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$307K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$276K

Sector Composition

1 Consumer Staples 4.63%
2 Financials 3.86%
3 Energy 2.62%
4 Real Estate 1.96%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$10K 0.01%
183
227
$10K 0.01%
96
228
$10K 0.01%
50
229
$9K 0.01%
+90
230
$9K 0.01%
765
231
$9K 0.01%
+400
232
$9K 0.01%
+278
233
$8K 0.01%
400
234
$8K 0.01%
+200
235
$8K 0.01%
68
236
$8K 0.01%
70
237
$8K 0.01%
581
238
$8K 0.01%
328
239
$7K ﹤0.01%
22
240
$7K ﹤0.01%
80
241
$7K ﹤0.01%
195
242
$7K ﹤0.01%
100
243
$7K ﹤0.01%
+267
244
$7K ﹤0.01%
164
245
$7K ﹤0.01%
+300
246
$7K ﹤0.01%
267
247
$7K ﹤0.01%
+1,300
248
$7K ﹤0.01%
477
249
$6K ﹤0.01%
62
250
$6K ﹤0.01%
40
-35