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
$144M
AUM Growth
-$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Sells

1 +$8.99M
2 +$758K
3 +$576K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$566K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$455K

Sector Composition

1 Consumer Staples 4%
2 Financials 3.46%
3 Energy 2.01%
4 Real Estate 1.59%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$23K 0.02%
400
-1,200
152
$23K 0.02%
762
-1,500
153
$23K 0.02%
276
154
$22K 0.02%
363
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$22K 0.02%
1,186
156
$22K 0.02%
350
157
$22K 0.02%
1,028
+9
158
$21K 0.01%
243
159
$21K 0.01%
447
160
$20K 0.01%
275
161
$20K 0.01%
217
162
$19K 0.01%
200
163
$19K 0.01%
86
164
$19K 0.01%
500
165
$18K 0.01%
+602
166
$18K 0.01%
344
167
$18K 0.01%
820
168
$18K 0.01%
657
169
$18K 0.01%
379
170
$17K 0.01%
134
171
$17K 0.01%
170
172
$16K 0.01%
200
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$16K 0.01%
234
174
$16K 0.01%
+207
175
$16K 0.01%
150