PFBT
Parkside Financial Bank & Trust Portfolio holdings
AUM
$1.29B
1-Year Est. Return
18.68%
1 Year Est. Return
+18.68%
AUM
$1.29B
AUM Growth
+$364M
(+39%)
Holding
2,829
Top Buys
| 1 | +$285M | |
| 2 | +$3.85M | |
| 3 | +$3.82M | |
| 4 |
Microsoft
MSFT
|
+$3.14M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.6M |
Top Sells
| 1 | +$9.24M | |
| 2 | +$2.17M | |
| 3 | +$1.44M | |
| 4 |
Aon
AON
|
+$1.37M |
| 5 |
Accenture
ACN
|
+$868K |
Sector Composition
| 1 | Financials | 28.45% |
| 2 | Technology | 13.34% |
| 3 | Healthcare | 4.36% |
| 4 | Consumer Discretionary | 4.15% |
| 5 | Industrials | 3.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2826
PIMCO Multi Sector Bond Active ETF
PYLD
$7.89B
| – | – |
-5,774
|
|
||
|
RDFN
2827
DELISTED
Redfin
RDFN
| – | – |
-113
|
|
||
|
RDUS
2828
DELISTED
Radius Recycling
RDUS
| – | – |
-30
|
|