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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
1476
$11.3K ﹤0.01%
58
-16
1477
$11.3K ﹤0.01%
70
-133
1478
$11.2K ﹤0.01%
174
1479
$11.1K ﹤0.01%
207
-286
1480
$11.1K ﹤0.01%
552
+487
1481
$11.1K ﹤0.01%
321
+217
1482
$11.1K ﹤0.01%
+26
1483
$10.9K ﹤0.01%
117
-130
1484
$10.8K ﹤0.01%
364
+158
1485
$10.8K ﹤0.01%
113
1486
$10.7K ﹤0.01%
4,085
1487
$10.7K ﹤0.01%
74
+3
1488
$10.7K ﹤0.01%
89
+1
1489
$10.6K ﹤0.01%
250
1490
$10.6K ﹤0.01%
1,061
-220
1491
$10.6K ﹤0.01%
329
-58
1492
$10.6K ﹤0.01%
500
1493
$10.6K ﹤0.01%
51
+4
1494
$10.5K ﹤0.01%
289
1495
$10.5K ﹤0.01%
48
+2
1496
$10.5K ﹤0.01%
64
1497
$10.5K ﹤0.01%
110
1498
$10.5K ﹤0.01%
59
+6
1499
$10.4K ﹤0.01%
+805
1500
$10.4K ﹤0.01%
17
+10
58 59
60
61 62