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
251
$6K ﹤0.01%
277
252
$6K ﹤0.01%
112
253
$6K ﹤0.01%
77
254
$6K ﹤0.01%
108
255
$6K ﹤0.01%
59
256
$6K ﹤0.01%
106
257
$5K ﹤0.01%
86
258
$5K ﹤0.01%
+55
259
$5K ﹤0.01%
113
260
$5K ﹤0.01%
300
261
$5K ﹤0.01%
55
262
$5K ﹤0.01%
69
263
$5K ﹤0.01%
+76
264
$5K ﹤0.01%
55
265
$4K ﹤0.01%
62
266
$4K ﹤0.01%
+64
267
$4K ﹤0.01%
+91
268
$4K ﹤0.01%
30
269
$4K ﹤0.01%
89
270
$4K ﹤0.01%
51
271
$4K ﹤0.01%
84
272
$4K ﹤0.01%
120
273
$3K ﹤0.01%
62
-25
274
$3K ﹤0.01%
41
275
$3K ﹤0.01%
78