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
201
$12K 0.01%
412
202
$12K 0.01%
400
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$11K 0.01%
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$11K 0.01%
165
+65
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$11K 0.01%
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214
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515
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460
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$11K 0.01%
500
210
$10K 0.01%
+160
211
$10K 0.01%
75
+35
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$10K 0.01%
50
213
$9K 0.01%
+183
214
$9K 0.01%
+96
215
$9K 0.01%
320
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$9K 0.01%
38
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$8K 0.01%
765
+465
218
$8K 0.01%
100
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$8K 0.01%
328
220
$8K 0.01%
477
221
$8K 0.01%
47
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$7K ﹤0.01%
+22
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$7K ﹤0.01%
+70
224
$7K ﹤0.01%
110
225
$7K ﹤0.01%
581