PA

Parkside Advisors Portfolio holdings

AUM $455M
1-Year Est. Return 11.43%
This Quarter Est. Return
1 Year Est. Return
+11.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$15.4M
3
+$10.5M
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$10.3M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.1M

Top Sells

No sells this quarter

Sector Composition

1 Energy 0.39%
2 Consumer Staples 0.27%
3 Technology 0.26%
4 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$312K 0.26%
+3,750
27
$287K 0.23%
+8,626
28
$264K 0.22%
+1,429
29
$251K 0.21%
+3,504
1
2