PIM
Parasol Investment Management Portfolio holdings
AUM
$61M
This Quarter Return
+2.63%
1 Year Return
+12.09%
3 Year Return
+20.93%
5 Year Return
–
10 Year Return
–
AUM
$95.9M
AUM Growth
+$95.9M
(-6.6%)
Cap. Flow
-$9.15M
Cap. Flow
% of AUM
-9.54%
Top 10 Holdings %
Top 10 Hldgs %
57%
Holding
160
New
12
Increased
21
Reduced
46
Closed
17
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$3.91M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.14M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$2.71M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$2.7M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
$2.29M |
Sector Composition
| 1 | Financials | 8.64% |
| 2 | Consumer Staples | 4.74% |
| 3 | Industrials | 2.37% |
| 4 | Healthcare | 2.08% |
| 5 | Technology | 1.99% |
