PA
Parkside Advisors Portfolio holdings
AUM
$455M
This Quarter Return
-5.47%
1 Year Return
+11.43%
3 Year Return
+36.7%
5 Year Return
+49.36%
10 Year Return
+85.96%
AUM
$263M
AUM Growth
+$263M
(-5.2%)
Cap. Flow
+$1.65M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
74.35%
Holding
66
New
2
Increased
23
Reduced
22
Closed
6
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$1.81M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.16M |
| 3 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$1.14M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.08M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.07M |
Top Sells
Sector Composition
| 1 | Technology | 2.78% |
| 2 | Consumer Staples | 0.53% |
| 3 | Financials | 0.49% |
| 4 | Healthcare | 0.39% |
| 5 | Communication Services | 0.36% |
