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
$716M
AUM Growth
+$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,156
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.65%
2 Financials 7.02%
3 Healthcare 5.24%
4 Consumer Discretionary 5.11%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$9.1K ﹤0.01%
103
1277
$9.06K ﹤0.01%
+281
1278
$9.05K ﹤0.01%
284
+24
1279
$9.04K ﹤0.01%
80
+33
1280
$9.04K ﹤0.01%
249
+11
1281
$8.99K ﹤0.01%
851
1282
$8.97K ﹤0.01%
113
1283
$8.91K ﹤0.01%
600
-58
1284
$8.89K ﹤0.01%
122
1285
$8.89K ﹤0.01%
51
-25
1286
$8.87K ﹤0.01%
625
+335
1287
$8.87K ﹤0.01%
42
+19
1288
$8.85K ﹤0.01%
93
1289
$8.81K ﹤0.01%
139
+59
1290
$8.8K ﹤0.01%
91
1291
$8.76K ﹤0.01%
43
1292
$8.74K ﹤0.01%
125
1293
$8.68K ﹤0.01%
499
1294
$8.65K ﹤0.01%
303
1295
$8.55K ﹤0.01%
255
+6
1296
$8.53K ﹤0.01%
470
1297
$8.52K ﹤0.01%
426
+9
1298
$8.51K ﹤0.01%
33
1299
$8.48K ﹤0.01%
51
1300
$8.45K ﹤0.01%
+191