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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
1376
$14.1K ﹤0.01%
589
+141
1377
$14.1K ﹤0.01%
156
1378
$14.1K ﹤0.01%
1,084
-426
1379
$14.1K ﹤0.01%
407
1380
$14K ﹤0.01%
2,150
+2,000
1381
$14K ﹤0.01%
432
+13
1382
$14K ﹤0.01%
161
-15
1383
$13.9K ﹤0.01%
414
-17
1384
$13.9K ﹤0.01%
221
-272
1385
$13.7K ﹤0.01%
176
-401
1386
$13.7K ﹤0.01%
93
1387
$13.6K ﹤0.01%
258
1388
$13.6K ﹤0.01%
461
+279
1389
$13.6K ﹤0.01%
67
1390
$13.6K ﹤0.01%
675
-265
1391
$13.6K ﹤0.01%
28
-4
1392
$13.6K ﹤0.01%
186
-211
1393
$13.5K ﹤0.01%
135
+2
1394
$13.5K ﹤0.01%
190
1395
$13.5K ﹤0.01%
523
+55
1396
$13.4K ﹤0.01%
961
1397
$13.4K ﹤0.01%
46
+4
1398
$13.4K ﹤0.01%
520
+24
1399
$13.4K ﹤0.01%
1,859
-8
1400
$13.4K ﹤0.01%
+915
54 55
56
57 58