PFBT
Parkside Financial Bank & Trust Portfolio holdings
AUM
$1.33B
1-Year Est. Return
18.43%
This Fund
S&P 500
1 Year Est. Return
+18.43%
AUM
$405M
AUM Growth
+$65.6M
(+19%)
Holding
1,977
Top Buys
| 1 | +$2.86M | |
| 2 | +$2.43M | |
| 3 | +$1.98M | |
| 4 |
Accenture
ACN
|
+$1.93M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$1.77M |
Top Sells
| 1 | +$7.41M | |
| 2 | +$3.87M | |
| 3 | +$1.08M | |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$567K |
| 5 |
Exxon Mobil
XOM
|
+$334K |
Sector Composition
| 1 | Technology | 16.78% |
| 2 | Financials | 7.07% |
| 3 | Healthcare | 6.44% |
| 4 | Consumer Discretionary | 5.16% |
| 5 | Industrials | 4.96% |