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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
926
$50.6K ﹤0.01%
+300
927
$50.6K ﹤0.01%
3,745
-86
928
$50.5K ﹤0.01%
570
929
$50.3K ﹤0.01%
677
-85
930
$50.2K ﹤0.01%
3,668
-114
931
$50.2K ﹤0.01%
889
+816
932
$50.2K ﹤0.01%
8,667
-445
933
$49.9K ﹤0.01%
886
-38
934
$49.9K ﹤0.01%
5,026
+1,815
935
$49.9K ﹤0.01%
119
+12
936
$49.9K ﹤0.01%
969
-38
937
$49.5K ﹤0.01%
722
+1
938
$49.4K ﹤0.01%
478
+223
939
$49.3K ﹤0.01%
1,007
-178
940
$49.3K ﹤0.01%
329
-78
941
$49.3K ﹤0.01%
358
-281
942
$49K ﹤0.01%
2,138
+5
943
$49K ﹤0.01%
260
944
$49K ﹤0.01%
1,978
-151
945
$48.9K ﹤0.01%
147
+7
946
$47.9K ﹤0.01%
800
947
$47.9K ﹤0.01%
189
+29
948
$47.7K ﹤0.01%
123
-5
949
$47.5K ﹤0.01%
234
+3
950
$47.5K ﹤0.01%
563
+1
36 37
38
39 40