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
$104M
AUM Growth
-$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.38M
3
+$357K
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$81.7K
5
AAPL icon
Apple
AAPL
+$78.5K

Top Sells

1
+$3.71M
2
+$2.36M
3
+$1.41M
4
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$1.24M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$966K

Sector Composition

1 Financials 6.53%
2 Consumer Staples 4.36%
3 Industrials 1.92%
4 Technology 1.76%
5 Healthcare 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
10,000
168
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$0 ﹤0.01%
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