PA
Parkside Advisors Portfolio holdings
AUM
$455M
This Quarter Return
+1.45%
1 Year Return
+11.43%
3 Year Return
+36.7%
5 Year Return
+49.36%
10 Year Return
+85.96%
AUM
$141M
AUM Growth
+$141M
(+0.64%)
Cap. Flow
-$315K
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
74.84%
Holding
41
New
4
Increased
10
Reduced
18
Closed
–
Top Buys
| 1 |
Carvana
CVNA
|
$313K |
| 2 |
iShares MBS ETF
MBB
|
$293K |
| 3 |
Microsoft
MSFT
|
$261K |
| 4 |
Salesforce
CRM
|
$231K |
| 5 |
Take-Two Interactive
TTWO
|
$225K |
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
$422K |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$385K |
| 3 |
iShares Russell 2000 ETF
IWM
|
$205K |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$165K |
| 5 |
iShares California Muni Bond ETF
CMF
|
$133K |
Sector Composition
| 1 | Technology | 3.13% |
| 2 | Communication Services | 0.45% |
| 3 | Energy | 0.31% |
| 4 | Consumer Staples | 0.26% |
| 5 | Consumer Discretionary | 0.22% |
