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PFBT

Parkside Financial Bank & Trust Portfolio holdings

AUM $1.3B
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,829
New
Increased
Reduced
Closed

Top Buys

1
+$273M
2
+$3.57M
3
+$3.42M
4
MSFT icon
Microsoft
MSFT
+$3.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.59M

Top Sells

1
+$7.56M
2
+$2.06M
3
+$1.44M
4
AON icon
Aon
AON
+$1.39M
5
ACN icon
Accenture
ACN
+$917K

Sector Composition

1 Financials 28.45%
2 Technology 13.33%
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
826
$65.7K 0.01%
1,189
-174
827
$65.7K 0.01%
655
-3,488
828
$65.7K 0.01%
1,313
-66
829
$65.7K 0.01%
1,626
+50
830
$65.6K 0.01%
1,748
-71
831
$65.6K 0.01%
2,849
-3,105
832
$65.3K 0.01%
1,415
-403
833
$65.2K 0.01%
482
+1
834
$65.1K 0.01%
1,135
-13
835
$65.1K 0.01%
240
836
$65K 0.01%
+475
837
$64.8K 0.01%
225
+1
838
$64.7K 0.01%
842
-18
839
$64.6K 0.01%
1,922
+1,643
840
$64.2K 0.01%
2,487
+140
841
$64.2K 0.01%
936
+603
842
$64K 0.01%
261
-3
843
$63.9K 0.01%
2,769
-446
844
$63.9K ﹤0.01%
1,380
845
$63.6K ﹤0.01%
501
+23
846
$63.6K ﹤0.01%
1,345
-508
847
$63.2K ﹤0.01%
308
+178
848
$63.1K ﹤0.01%
330
+75
849
$62.9K ﹤0.01%
214
850
$62.8K ﹤0.01%
1,218
-86
32 33
34
35 36