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
$141M
AUM Growth
-$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1 +$9.48M
2 +$9.42M
3 +$9.27M
4
GLD icon
SPDR Gold Trust
GLD
+$9.02M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$6.66M

Sector Composition

1 Consumer Staples 1.46%
2 Financials 1.23%
3 Energy 0.85%
4 Healthcare 0.67%
5 Industrials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$6K ﹤0.01%
80
202
$6K ﹤0.01%
700
203
$5K ﹤0.01%
113
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$5K ﹤0.01%
300
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$5K ﹤0.01%
82
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40
207
$5K ﹤0.01%
277
208
$5K ﹤0.01%
69
209
$5K ﹤0.01%
77
210
$5K ﹤0.01%
59
211
$5K ﹤0.01%
106
212
$5K ﹤0.01%
86
213
$4K ﹤0.01%
86
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$4K ﹤0.01%
30
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$4K ﹤0.01%
30
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$4K ﹤0.01%
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$4K ﹤0.01%
+100
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$4K ﹤0.01%
51
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$4K ﹤0.01%
55
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$4K ﹤0.01%
64
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$3K ﹤0.01%
87
222
$3K ﹤0.01%
50
223
$3K ﹤0.01%
+300
224
$3K ﹤0.01%
41
-118
225
$3K ﹤0.01%
33