PA
Parkside Advisors Portfolio holdings
AUM
$455M
This Quarter Return
+0.64%
1 Year Return
+11.43%
3 Year Return
+36.7%
5 Year Return
+49.36%
10 Year Return
+85.96%
AUM
$143M
AUM Growth
+$143M
(+6.1%)
Cap. Flow
+$186K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
78.49%
Holding
36
New
6
Increased
20
Reduced
5
Closed
3
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$762K |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$762K |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$435K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$426K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$409K |
Top Sells
| 1 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$4.97M |
| 2 |
Apple
AAPL
|
$354K |
| 3 |
iShares Russell 3000 ETF
IWV
|
$314K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$245K |
| 5 |
Clorox
CLX
|
$203K |
Sector Composition
| 1 | Technology | 1.01% |
| 2 | Consumer Staples | 0.51% |
| 3 | Healthcare | 0.44% |
| 4 | Energy | 0.26% |
