PIM
Parasol Investment Management Portfolio holdings
AUM
$61M
This Quarter Return
+3.68%
1 Year Return
+12.09%
3 Year Return
+20.93%
5 Year Return
–
10 Year Return
–
AUM
$61M
AUM Growth
+$61M
(-36%)
Cap. Flow
-$36.4M
Cap. Flow
% of AUM
-59.67%
Top 10 Holdings %
Top 10 Hldgs %
74.9%
Holding
164
New
3
Increased
9
Reduced
68
Closed
71
Top Buys
Top Sells
| 1 |
FMBI
First Midwest Bancorp Inc/IL
FMBI
|
$10.8M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.04M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$2.74M |
| 4 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$2.68M |
| 5 |
Vanguard Financials ETF
VFH
|
$2.41M |
Sector Composition
| 1 | Consumer Staples | 2.78% |
| 2 | Technology | 1.6% |
| 3 | Industrials | 1.42% |
| 4 | Healthcare | 1.28% |
| 5 | Real Estate | 1.23% |
