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
WMT
+$178K
5
T icon
AT&T
T
+$158K

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
276
$0 ﹤0.01%
9