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
$149M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$256K
3
+$185K
4
WMT icon
Walmart Inc
WMT
+$178K
5
T icon
AT&T
T
+$158K

Top Sells

1
+$5.18M
2
+$691K
3
+$682K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$573K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$561K

Sector Composition

1 Financials 5.75%
2 Consumer Staples 4.69%
3 Energy 2.63%
4 Healthcare 2.38%
5 Industrials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
46
252
$1K ﹤0.01%
91
253
$1K ﹤0.01%
147
254
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-55
256
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257
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258
$0 ﹤0.01%
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259
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260
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261
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262
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267
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$0 ﹤0.01%
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269
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271
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272
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274
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$0 ﹤0.01%
10,000
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11
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