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
$146M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1 +$9.2M
2 +$2.7M
3 +$828K
4
SO icon
Southern Company
SO
+$548K
5
WPC icon
W.P. Carey
WPC
+$525K

Top Sells

1 +$9.28M
2 +$4.76M
3 +$1.67M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.28M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$804K

Sector Composition

1 Financials 3.33%
2 Consumer Staples 3.27%
3 Energy 1.73%
4 Healthcare 1.49%
5 Real Estate 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$23K 0.02%
243
152
$23K 0.02%
1,186
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$23K 0.02%
508
+8
154
$23K 0.02%
280
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276
156
$22K 0.02%
363
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$21K 0.01%
475
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$21K 0.01%
344
159
$21K 0.01%
350
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$21K 0.01%
1,019
+10
161
$20K 0.01%
200
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162
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275
163
$20K 0.01%
1,303
164
$20K 0.01%
500
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$20K 0.01%
217
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$19K 0.01%
447
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$19K 0.01%
+820
169
$18K 0.01%
+229
170
$18K 0.01%
170
171
$18K 0.01%
213
172
$18K 0.01%
+379
173
$17K 0.01%
134
174
$17K 0.01%
253
175
$17K 0.01%
2,106