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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
$1.3B
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,796
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.42M
3
+$1.48M
4
BLK icon
Blackrock
BLK
+$1.43M
5
IAU icon
iShares Gold Trust
IAU
+$1.34M

Top Sells

1
+$2.95M
2
+$2.39M
3
+$1.45M
4
ACN icon
Accenture
ACN
+$1.4M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$722K

Sector Composition

1 Financials 24.2%
2 Technology 12.14%
3 Healthcare 6.57%
4 Industrials 4.14%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RWT
951
Redwood Trust
RWT
$646M
$49.6K ﹤0.01%
8,850
EEFT icon
952
Euronet Worldwide
EEFT
$2.51B
$49.6K ﹤0.01%
747
-69
FN icon
953
Fabrinet
FN
$20.6B
$49.5K ﹤0.01%
95
JHG icon
954
Janus Henderson
JHG
$7.99B
$49.4K ﹤0.01%
962
+64
PFG icon
955
Principal Financial Group
PFG
$23.7B
$49.3K ﹤0.01%
547
+36
ZS icon
956
Zscaler
ZS
$20.2B
$49.2K ﹤0.01%
351
-22
THG icon
957
Hanover Insurance
THG
$6.92B
$49.2K ﹤0.01%
284
+43
DINO icon
958
HF Sinclair
DINO
$11.6B
$49.2K ﹤0.01%
789
+34
LPLA icon
959
LPL Financial
LPLA
$23.5B
$49K ﹤0.01%
163
+8
GMED icon
960
Globus Medical
GMED
$10.8B
$48.9K ﹤0.01%
567
+143
PODD icon
961
Insulet
PODD
$10.1B
$48.7K ﹤0.01%
232
-28
RL icon
962
Ralph Lauren
RL
$24.6B
$48.5K ﹤0.01%
141
+1
EFOR
963
Everforth Inc
EFOR
$782M
$48.5K ﹤0.01%
1,252
+1,168
AVAH icon
964
Aveanna Healthcare
AVAH
$1.7B
$48.3K ﹤0.01%
+7,506
FETH
965
Fidelity Ethereum Fund
FETH
$920M
$48.3K ﹤0.01%
2,312
+1,264
AMN icon
966
AMN Healthcare
AMN
$1.2B
$48K ﹤0.01%
2,618
+2,578
ALSN icon
967
Allison Transmission
ALSN
$9.88B
$48K ﹤0.01%
410
+104
LNT icon
968
Alliant Energy
LNT
$18.9B
$47.9K ﹤0.01%
667
-95
FTSM icon
969
First Trust Enhanced Short Maturity ETF
FTSM
$6.52B
$47.8K ﹤0.01%
800
LULU icon
970
lululemon athletica
LULU
$12.7B
$47.5K ﹤0.01%
310
-80
TAK icon
971
Takeda Pharmaceutical
TAK
$49.4B
$47.4K ﹤0.01%
2,560
VOT icon
972
Vanguard Mid-Cap Growth ETF
VOT
$19.7B
$47.3K ﹤0.01%
184
+11
SJM icon
973
J.M. Smucker
SJM
$11.8B
$47.3K ﹤0.01%
490
-73
HUBS icon
974
HubSpot
HUBS
$9.01B
$47.1K ﹤0.01%
193
+141
EXE
975
Expand Energy Corp
EXE
$20.8B
$46.9K ﹤0.01%
428
+21
37 38
39
40 41