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
$135M
AUM Growth
-$224K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$30.1K
2
+$28K
3
+$23.9K
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$22.8K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$14.6K

Sector Composition

1 Technology 0.82%
2 Consumer Staples 0.31%
3 Energy 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$314K 0.23%
2,759
27
$220K 0.16%
3,054
28
$219K 0.16%
4,202
29
$203K 0.15%
1,757
30
$202K 0.15%
2,722
1
2