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
276
$3K ﹤0.01%
82
277
$3K ﹤0.01%
33
278
$3K ﹤0.01%
210
279
$3K ﹤0.01%
37
280
$3K ﹤0.01%
28
281
$3K ﹤0.01%
100
282
$3K ﹤0.01%
141
283
$3K ﹤0.01%
35
284
$3K ﹤0.01%
50
285
$3K ﹤0.01%
38
286
$2K ﹤0.01%
50
287
$2K ﹤0.01%
100
288
$2K ﹤0.01%
300
289
$2K ﹤0.01%
24
290
$2K ﹤0.01%
147
291
$2K ﹤0.01%
30
292
$2K ﹤0.01%
62
293
$1K ﹤0.01%
11
294
$1K ﹤0.01%
25
295
$1K ﹤0.01%
40
-339
296
$1K ﹤0.01%
+31
297
$1K ﹤0.01%
59
298
$1K ﹤0.01%
46
299
$1K ﹤0.01%
28
-1,000
300
$1K ﹤0.01%
91
10 11
12
13 14