PA
Parkside Advisors Portfolio holdings
AUM
$455M
1-Year Return
11.43%
This Quarter Return
+5.77%
1 Year Return
+11.43%
3 Year Return
+36.7%
5 Year Return
+49.36%
10 Year Return
+85.96%
AUM
$421M
AUM Growth
+$29.7M
(+7.6%)
Cap. Flow
+$7.7M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
69.11%
Holding
85
New
5
Increased
19
Reduced
24
Closed
3
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.69M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$1.33M |
| 3 |
Broadcom
AVGO
|
$1.24M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$1.16M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.13M |
Top Sells
Sector Composition
| 1 | Technology | 3.22% |
| 2 | Consumer Staples | 0.63% |
| 3 | Communication Services | 0.6% |
| 4 | Healthcare | 0.42% |
| 5 | Financials | 0.4% |
