PIM
Parasol Investment Management Portfolio holdings
AUM
$61M
This Quarter Return
+3.43%
1 Year Return
+12.09%
3 Year Return
+20.93%
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+3.6%)
Cap. Flow
+$814K
Cap. Flow
% of AUM
0.56%
Top 10 Holdings %
Top 10 Hldgs %
65.8%
Holding
281
New
23
Increased
58
Reduced
21
Closed
7
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$9.2M |
| 2 |
FMBI
First Midwest Bancorp Inc/IL
FMBI
|
$2.7M |
| 3 |
GE Aerospace
GE
|
$828K |
| 4 |
Southern Company
SO
|
$548K |
| 5 |
W.P. Carey
WPC
|
$525K |
Top Sells
Sector Composition
| 1 | Financials | 3.33% |
| 2 | Consumer Staples | 3.27% |
| 3 | Energy | 1.73% |
| 4 | Healthcare | 1.49% |
| 5 | Real Estate | 1.47% |