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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
1426
$12.6K ﹤0.01%
297
+260
1427
$12.5K ﹤0.01%
115
+1
1428
$12.4K ﹤0.01%
63
-5
1429
$12.4K ﹤0.01%
563
+3
1430
$12.4K ﹤0.01%
486
-2
1431
$12.4K ﹤0.01%
232
+40
1432
$12.3K ﹤0.01%
168
+106
1433
$12.3K ﹤0.01%
312
+278
1434
$12.3K ﹤0.01%
1,373
-7
1435
$12.3K ﹤0.01%
318
+114
1436
$12.3K ﹤0.01%
65
-22
1437
$12.3K ﹤0.01%
338
-10
1438
$12.2K ﹤0.01%
146
-63
1439
$12.2K ﹤0.01%
93
+80
1440
$12.2K ﹤0.01%
820
-388
1441
$12.1K ﹤0.01%
196
+1
1442
$12K ﹤0.01%
281
+3
1443
$12K ﹤0.01%
200
-25
1444
$12K ﹤0.01%
663
+52
1445
$12K ﹤0.01%
165
-47
1446
$11.9K ﹤0.01%
224
+165
1447
$11.9K ﹤0.01%
551
1448
$11.9K ﹤0.01%
90
1449
$11.9K ﹤0.01%
100
1450
$11.9K ﹤0.01%
272
+2
56 57
58
59 60