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
+$226K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1 +$494K
2 +$372K
3 +$336K
4
IBM icon
IBM
IBM
+$307K
5
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$285K

Top Sells

1 +$7.81M
2 +$427K
3 +$329K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$307K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$276K

Sector Composition

1 Consumer Staples 4.63%
2 Financials 3.86%
3 Energy 2.62%
4 Real Estate 1.96%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$29K 0.02%
126
+40
152
$29K 0.02%
595
153
$29K 0.02%
152
154
$29K 0.02%
316
155
$28K 0.02%
+2,000
156
$28K 0.02%
548
157
$26K 0.02%
351
158
$26K 0.02%
500
159
$25K 0.02%
+500
160
$25K 0.02%
1,186
161
$25K 0.02%
276
162
$24K 0.02%
762
163
$24K 0.02%
350
164
$24K 0.02%
980
165
$23K 0.02%
363
166
$23K 0.02%
243
167
$23K 0.02%
447
168
$23K 0.02%
217
169
$22K 0.02%
1,000
170
$22K 0.02%
152
-37
171
$22K 0.02%
1,303
-214
172
$21K 0.01%
400
173
$20K 0.01%
+5
174
$20K 0.01%
+300
175
$20K 0.01%
657