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
1076
$7K ﹤0.01%
+286
1077
$7K ﹤0.01%
204
1078
$7K ﹤0.01%
185
+25
1079
$7K ﹤0.01%
461
1080
$7K ﹤0.01%
159
1081
$7K ﹤0.01%
126
1082
$7K ﹤0.01%
59
1083
$7K ﹤0.01%
146
1084
$7K ﹤0.01%
80
1085
$7K ﹤0.01%
79
1086
$7K ﹤0.01%
55
1087
$7K ﹤0.01%
103
-10
1088
$7K ﹤0.01%
82
1089
$7K ﹤0.01%
93
+21
1090
$7K ﹤0.01%
106
+51
1091
$7K ﹤0.01%
28
1092
$7K ﹤0.01%
363
1093
$7K ﹤0.01%
+102
1094
$7K ﹤0.01%
168
+32
1095
$7K ﹤0.01%
424
1096
$7K ﹤0.01%
103
1097
$7K ﹤0.01%
453
1098
$7K ﹤0.01%
261
-49
1099
$7K ﹤0.01%
157
+82
1100
$7K ﹤0.01%
81