PIM
Parasol Investment Management Portfolio holdings
AUM
$61M
This Quarter Return
-1.23%
1 Year Return
+12.09%
3 Year Return
+20.93%
5 Year Return
–
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(-1.2%)
Cap. Flow
+$649K
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
64.64%
Holding
302
New
28
Increased
58
Reduced
34
Closed
10
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Staples | 4% |
| 2 | Financials | 3.46% |
| 3 | Energy | 2.01% |
| 4 | Real Estate | 1.59% |
| 5 | Healthcare | 1.46% |