PIM
Parasol Investment Management Portfolio holdings
AUM
$61M
This Quarter Return
+2.4%
1 Year Return
+12.09%
3 Year Return
+20.93%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(-5.8%)
Cap. Flow
-$9.83M
Cap. Flow
% of AUM
-6.98%
Top 10 Holdings %
Top 10 Hldgs %
71.08%
Holding
275
New
15
Increased
37
Reduced
22
Closed
17
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$9.48M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$9.42M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$9.27M |
| 4 |
SPDR Gold Trust
GLD
|
$9.02M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$6.66M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 1.46% |
| 2 | Financials | 1.23% |
| 3 | Energy | 0.85% |
| 4 | Healthcare | 0.67% |
| 5 | Industrials | 0.57% |
