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PA
Parkside Advisors Portfolio holdings
AUM
$455M
1-Year Est. Return
11.43%
This Fund
S&P 500
This Quarter
Est. Return
+1.97%
1 Year Est. Return
+11.43%
3 Year Est. Return
+36.7%
5 Year Est. Return
+49.36%
10 Year Est. Return
+85.96%
AUM
$135M
AUM Growth
-$224K
(-0.17%)
Cap. Flow
-$229K
Cap. Flow
% of AUM
-0.17%
Top 10 Holdings %
Top 10 Hldgs %
79.22%
Holding
30
New
–
Increased
–
Reduced
18
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
iShares Russell 1000 ETF
IWB
|
+$32.1K |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$29.8K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$23.7K |
| 4 |
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
|
+$22.7K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$15.1K |
Sector Composition
| 1 | Technology | 0.82% |
| 2 | Consumer Staples | 0.31% |
| 3 | Energy | 0.15% |
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