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PIM

Parasol Investment Management Portfolio holdings

AUM $61M
1-Year Est. Return 12.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1 +$8.61M
2 +$8.48M
3 +$641K
4
FMBI
First Midwest Bancorp Inc/IL
FMBI
+$598K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$582K

Sector Composition

1 Consumer Staples 4.51%
2 Financials 3.82%
3 Energy 2.47%
4 Healthcare 2.16%
5 Real Estate 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-26,320
302
$0 ﹤0.01%
10,000
303
-581
304
-100
305
$0 ﹤0.01%
9
306
-1,200
307
-1,380
308
-1,000
309
-2,400
310
-1,025
311
-2,050