PFBT

Parkside Financial Bank & Trust Portfolio holdings

AUM $1.29B
1-Year Est. Return 18.68%
This Quarter Est. Return
1 Year Est. Return
+18.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,748
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.2%
2 Financials 7.37%
3 Healthcare 5.96%
4 Industrials 5.47%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$7K ﹤0.01%
140
1052
$7K ﹤0.01%
128
1053
$7K ﹤0.01%
68
+17
1054
$7K ﹤0.01%
118
1055
$7K ﹤0.01%
69
+37
1056
$7K ﹤0.01%
172
1057
$7K ﹤0.01%
289
1058
$7K ﹤0.01%
129
1059
$7K ﹤0.01%
95
1060
$7K ﹤0.01%
641
1061
$7K ﹤0.01%
300
1062
$7K ﹤0.01%
304
1063
$7K ﹤0.01%
460
1064
$7K ﹤0.01%
590
-13
1065
$7K ﹤0.01%
173
1066
$7K ﹤0.01%
55
+2
1067
$7K ﹤0.01%
173
1068
$7K ﹤0.01%
100
-29
1069
$7K ﹤0.01%
220
+5
1070
$7K ﹤0.01%
232
1071
$7K ﹤0.01%
44
1072
$7K ﹤0.01%
198
1073
$7K ﹤0.01%
33
1074
$7K ﹤0.01%
354
1075
$7K ﹤0.01%
90