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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
1351
$15.3K ﹤0.01%
205
1352
$15.2K ﹤0.01%
+835
1353
$15.2K ﹤0.01%
134
+45
1354
$15.1K ﹤0.01%
216
1355
$15K ﹤0.01%
164
-77
1356
$15K ﹤0.01%
1,251
+509
1357
$14.9K ﹤0.01%
532
-526
1358
$14.9K ﹤0.01%
150
-2
1359
$14.8K ﹤0.01%
328
-2
1360
$14.7K ﹤0.01%
308
+274
1361
$14.7K ﹤0.01%
682
1362
$14.6K ﹤0.01%
134
-314
1363
$14.5K ﹤0.01%
162
+126
1364
$14.5K ﹤0.01%
1,816
+1,802
1365
$14.5K ﹤0.01%
692
+78
1366
$14.5K ﹤0.01%
1,606
+147
1367
$14.4K ﹤0.01%
+268
1368
$14.4K ﹤0.01%
415
1369
$14.4K ﹤0.01%
680
-12
1370
$14.3K ﹤0.01%
208
-10
1371
$14.3K ﹤0.01%
46
-5
1372
$14.2K ﹤0.01%
191
-91
1373
$14.2K ﹤0.01%
192
+81
1374
$14.2K ﹤0.01%
939
-34
1375
$14.1K ﹤0.01%
481
-190
53 54
55
56 57