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
176
$20K 0.01%
379
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344
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500
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820
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65
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+400
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+500
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$15K 0.01%
+500
200
$15K 0.01%
360