PIM

Parasol Investment Management Portfolio holdings

AUM $61M
1-Year Est. Return 12.09%
This Quarter Est. Return
1 Year Est. Return
+12.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$256K
3 +$185K
4
WMT icon
Walmart
WMT
+$178K
5
T icon
AT&T
T
+$158K

Sector Composition

1 Financials 5.75%
2 Consumer Staples 4.69%
3 Energy 2.63%
4 Healthcare 2.38%
5 Industrials 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$34K 0.02%
2,000
127
$33K 0.02%
1,127
128
$32K 0.02%
+1,000
129
$31K 0.02%
393
130
$31K 0.02%
580
131
$30K 0.02%
595
132
$30K 0.02%
383
133
$30K 0.02%
316
134
$29K 0.02%
305
-95
135
$28K 0.02%
447
136
$28K 0.02%
152
137
$28K 0.02%
276
138
$26K 0.02%
548
139
$26K 0.02%
350
140
$26K 0.02%
500
141
$25K 0.02%
363
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$25K 0.02%
126
143
$25K 0.02%
980
144
$24K 0.02%
585
145
$24K 0.02%
132
-74
146
$23K 0.02%
1,186
147
$23K 0.02%
1,303
148
$22K 0.01%
100
149
$22K 0.01%
180
-138
150
$22K 0.01%
500