PIM
Parasol Investment Management Portfolio holdings
AUM
$61M
1-Year Return
12.09%
This Quarter Return
+3.66%
1 Year Return
+12.09%
3 Year Return
+20.93%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
-$6.68M
(-6%)
Cap. Flow
-$10.3M
Cap. Flow
% of AUM
-9.91%
Top 10 Holdings %
Top 10 Hldgs %
70.01%
Holding
172
New
8
Increased
19
Reduced
69
Closed
16
Top Buys
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.28M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.38M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
$357K |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$81.7K |
| 5 |
Apple
AAPL
|
$78.5K |
Top Sells
Sector Composition
| 1 | Financials | 6.53% |
| 2 | Consumer Staples | 4.36% |
| 3 | Industrials | 1.92% |
| 4 | Technology | 1.76% |
| 5 | Healthcare | 1.73% |
