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
-$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$298K
2
+$55.3K
3
+$53K
4
EWUS icon
iShares MSCI United Kingdom Small-Cap ETF
EWUS
+$50.4K
5
CMF icon
iShares California Muni Bond ETF
CMF
+$33.8K

Top Sells

1
+$5.25M
2
+$2.32M
3
+$1.25M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$532K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$292K

Sector Composition

1 Technology 0.67%
2 Consumer Staples 0.2%
3 Energy 0.16%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$274K 0.2%
3,054
27
$227K 0.17%
3,994
28
$220K 0.16%
2,522
29
– –
-3,064
1
2