PIM
Parasol Investment Management Portfolio holdings
AUM
$61M
This Quarter Return
-1.74%
1 Year Return
+12.09%
3 Year Return
+20.93%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(-6.3%)
Cap. Flow
-$6.88M
Cap. Flow
% of AUM
-4.62%
Top 10 Holdings %
Top 10 Hldgs %
59.04%
Holding
280
New
9
Increased
32
Reduced
32
Closed
18
Top Buys
| 1 |
FMBI
First Midwest Bancorp Inc/IL
FMBI
|
$1.97M |
| 2 |
Ventas
VTR
|
$256K |
| 3 |
American Electric Power
AEP
|
$185K |
| 4 |
Walmart
WMT
|
$178K |
| 5 |
AT&T
T
|
$158K |
Top Sells
Sector Composition
| 1 | Financials | 5.75% |
| 2 | Consumer Staples | 4.69% |
| 3 | Energy | 2.63% |
| 4 | Healthcare | 2.38% |
| 5 | Industrials | 2.18% |