PA
Parkside Advisors Portfolio holdings
AUM
$455M
1-Year Return
11.43%
This Quarter Return
-3.94%
1 Year Return
+11.43%
3 Year Return
+36.7%
5 Year Return
+49.36%
10 Year Return
+85.96%
AUM
$322M
AUM Growth
-$975K
(-0.3%)
Cap. Flow
+$11.5M
Cap. Flow
% of AUM
3.58%
Top 10 Holdings %
Top 10 Hldgs %
70.19%
Holding
82
New
7
Increased
23
Reduced
24
Closed
3
Top Buys
| 1 |
Apple
AAPL
|
$2.49M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$2.01M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.5M |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.31M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.11M |
Top Sells
Sector Composition
| 1 | Technology | 3.89% |
| 2 | Communication Services | 0.82% |
| 3 | Financials | 0.7% |
| 4 | Consumer Staples | 0.69% |
| 5 | Healthcare | 0.68% |
