PIM
Parasol Investment Management Portfolio holdings
AUM
$61M
This Quarter Return
+4.29%
1 Year Return
+12.09%
3 Year Return
+20.93%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
+$149M
(+13%)
Cap. Flow
+$13.6M
Cap. Flow
% of AUM
9.1%
Top 10 Holdings %
Top 10 Hldgs %
83.69%
Holding
261
New
232
Increased
12
Reduced
11
Closed
1
Top Buys
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$10.2M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$5.24M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$3.58M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$2.86M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$2.82M |
Top Sells
Sector Composition
| 1 | Financials | 1.16% |
| 2 | Healthcare | 0.57% |
| 3 | Industrials | 0.51% |
| 4 | Energy | 0.47% |
| 5 | Technology | 0.4% |
