PIM
Parasol Investment Management Portfolio holdings
AUM
$61M
This Quarter Return
+1.52%
1 Year Return
+12.09%
3 Year Return
+20.93%
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+10%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
7.95%
Top 10 Holdings %
Top 10 Hldgs %
62.14%
Holding
314
New
6
Increased
46
Reduced
33
Closed
43
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Staples | 4.51% |
| 2 | Financials | 3.82% |
| 3 | Energy | 2.47% |
| 4 | Healthcare | 2.16% |
| 5 | Real Estate | 1.93% |