PA
Parkside Advisors Portfolio holdings
AUM
$455M
This Quarter Return
-0.72%
1 Year Return
+11.43%
3 Year Return
+36.7%
5 Year Return
+49.36%
10 Year Return
+85.96%
AUM
$140M
AUM Growth
+$140M
(-1.2%)
Cap. Flow
-$65.2K
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
75.43%
Holding
40
New
4
Increased
5
Reduced
23
Closed
3
Top Buys
| 1 |
TLND
Talend S.A. American Depositary Shares
TLND
|
$1.93M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.04M |
| 3 |
iShares MBS ETF
MBB
|
$544K |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$262K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$227K |
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$610K |
| 2 |
iShares Russell 1000 ETF
IWB
|
$553K |
| 3 |
Workday
WDAY
|
$499K |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$419K |
| 5 |
iShares MSCI United Kingdom ETF
EWU
|
$348K |
Sector Composition
| 1 | Technology | 2.37% |
| 2 | Energy | 0.27% |
| 3 | Consumer Staples | 0.24% |
| 4 | Communication Services | 0.22% |
| 5 | Healthcare | 0.21% |
