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
$146M
AUM Growth
+$1.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$310K
3
+$266K
4
BMY icon
Bristol-Myers Squibb
BMY
+$204K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$180K

Top Sells

1
+$97.9K
2
+$50.1K
3
+$31.1K
4
EWUS icon
iShares MSCI United Kingdom Small-Cap ETF
EWUS
+$27.9K
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$25.6K

Sector Composition

1 Technology 0.96%
2 Energy 0.18%
3 Industrials 0.17%
4 Consumer Staples 0.16%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$292K 0.2%
1,408
-150
27
$260K 0.18%
3,122
28
$242K 0.17%
3,469
29
$239K 0.16%
3,054
-150
30
$227K 0.16%
4,127
31
$204K 0.14%
+3,064
1
2