PIM
Parasol Investment Management Portfolio holdings
AUM
$61M
This Quarter Return
+3.1%
1 Year Return
+12.09%
3 Year Return
+20.93%
5 Year Return
–
10 Year Return
–
AUM
$95.2M
AUM Growth
-$965K
(-1%)
Cap. Flow
-$2.56M
Cap. Flow
% of AUM
-2.69%
Top 10 Holdings %
Top 10 Hldgs %
52.23%
Holding
167
New
15
Increased
44
Reduced
37
Closed
6
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.03M |
| 2 |
Vanguard Financials ETF
VFH
|
$2.41M |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$2.31M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$2.28M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$2.05M |
Top Sells
Sector Composition
| 1 | Financials | 11.92% |
| 2 | Consumer Staples | 4.4% |
| 3 | Industrials | 2.58% |
| 4 | Technology | 2.42% |
| 5 | Healthcare | 2.11% |
