PA
Parkside Advisors Portfolio holdings
AUM
$455M
1-Year Return
11.43%
This Quarter Return
+1.84%
1 Year Return
+11.43%
3 Year Return
+36.7%
5 Year Return
+49.36%
10 Year Return
+85.96%
AUM
$181M
AUM Growth
+$4.99M
(+2.8%)
Cap. Flow
+$1.98M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
71.42%
Holding
64
New
6
Increased
28
Reduced
12
Closed
3
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$1.21M |
| 2 |
Vanguard Total Bond Market
BND
|
$1.14M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.08M |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$531K |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
$232K |
Top Sells
| 1 |
TLND
Talend S.A. American Depositary Shares
TLND
|
$2.03M |
| 2 |
Spotify
SPOT
|
$1.11M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$305K |
| 4 |
Charles Schwab
SCHW
|
$216K |
| 5 |
Scholastic
SCHL
|
$206K |
Sector Composition
| 1 | Technology | 1.46% |
| 2 | Communication Services | 0.85% |
| 3 | Healthcare | 0.37% |
| 4 | Consumer Discretionary | 0.29% |
| 5 | Consumer Staples | 0.25% |
