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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
976
$44.2K ﹤0.01%
3,522
977
$44.1K ﹤0.01%
682
+72
978
$44.1K ﹤0.01%
603
+1
979
$44.1K ﹤0.01%
434
980
$44.1K ﹤0.01%
315
+1
981
$43.9K ﹤0.01%
624
+4
982
$43.8K ﹤0.01%
1,043
+70
983
$43.8K ﹤0.01%
141
+65
984
$43.7K ﹤0.01%
226
+32
985
$43.5K ﹤0.01%
749
+56
986
$43.5K ﹤0.01%
168
-63
987
$43.3K ﹤0.01%
1,124
-41
988
$42.9K ﹤0.01%
236
989
$42.8K ﹤0.01%
394
+237
990
$42.7K ﹤0.01%
444
+15
991
$42.7K ﹤0.01%
+3,000
992
$42.5K ﹤0.01%
215
-58
993
$42.5K ﹤0.01%
321
+14
994
$42.4K ﹤0.01%
176
+2
995
$42.4K ﹤0.01%
285
+10
996
$42.1K ﹤0.01%
4,018
997
$42.1K ﹤0.01%
141
-73
998
$41.7K ﹤0.01%
728
-39
999
$41.5K ﹤0.01%
409
-2
1000
$41.2K ﹤0.01%
215
38 39
40
41 42