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
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$5.24M
3 +$3.58M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.86M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.82M

Sector Composition

1 Financials 1.16%
2 Healthcare 0.57%
3 Industrials 0.51%
4 Energy 0.47%
5 Technology 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$56K 0.04%
+1,100
77
$55K 0.04%
+1,449
78
$54K 0.04%
+2,050
79
$53K 0.04%
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$52K 0.03%
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$52K 0.03%
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$51K 0.03%
+1,039
83
$50K 0.03%
+600
84
$49K 0.03%
+2,400
85
$48K 0.03%
+820
86
$48K 0.03%
+500
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$48K 0.03%
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$44K 0.03%
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$44K 0.03%
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3,000
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$39K 0.03%
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99
$39K 0.03%
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100
$38K 0.03%
+1,000