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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
951
$47.5K ﹤0.01%
248
-198
952
$47.4K ﹤0.01%
540
+535
953
$47.2K ﹤0.01%
2,160
+289
954
$47.1K ﹤0.01%
427
+96
955
$47.1K ﹤0.01%
699
+9
956
$47.1K ﹤0.01%
1,358
-190
957
$47K ﹤0.01%
221
+30
958
$46.7K ﹤0.01%
500
959
$46.4K ﹤0.01%
3,277
-63
960
$46.3K ﹤0.01%
1,091
-155
961
$46K ﹤0.01%
+1,000
962
$45.9K ﹤0.01%
274
+88
963
$45.7K ﹤0.01%
145
-201
964
$45.4K ﹤0.01%
321
965
$45.4K ﹤0.01%
763
-66
966
$45.3K ﹤0.01%
316
+175
967
$45.1K ﹤0.01%
534
+2
968
$45K ﹤0.01%
3,422
-159
969
$44.9K ﹤0.01%
680
-386
970
$44.7K ﹤0.01%
607
+1
971
$44.6K ﹤0.01%
1,733
-109
972
$44.6K ﹤0.01%
228
+83
973
$44.4K ﹤0.01%
1,500
974
$44.4K ﹤0.01%
702
975
$44.3K ﹤0.01%
3,615
37 38
39
40 41