We are live on ! Find out more
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
1326
$16.5K ﹤0.01%
937
-37
1327
$16.4K ﹤0.01%
473
1328
$16.4K ﹤0.01%
259
1329
$16.3K ﹤0.01%
246
1330
$16.2K ﹤0.01%
+375
1331
$16.2K ﹤0.01%
870
+134
1332
$16.2K ﹤0.01%
213
-174
1333
$16.1K ﹤0.01%
191
+19
1334
$16.1K ﹤0.01%
370
1335
$16.1K ﹤0.01%
156
+147
1336
$16.1K ﹤0.01%
660
-37
1337
$16.1K ﹤0.01%
277
-70
1338
$15.9K ﹤0.01%
355
+4
1339
$15.8K ﹤0.01%
1,248
+79
1340
$15.7K ﹤0.01%
284
+3
1341
$15.7K ﹤0.01%
240
-198
1342
$15.6K ﹤0.01%
167
+5
1343
$15.5K ﹤0.01%
429
1344
$15.5K ﹤0.01%
149
+86
1345
$15.5K ﹤0.01%
345
+100
1346
$15.5K ﹤0.01%
625
+129
1347
$15.4K ﹤0.01%
119
1348
$15.4K ﹤0.01%
211
+1
1349
$15.3K ﹤0.01%
528
+60
1350
$15.3K ﹤0.01%
1,306
+242
52 53
54
55 56