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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
1501
$10.4K ﹤0.01%
338
-128
1502
$10.3K ﹤0.01%
93
+1
1503
$10.3K ﹤0.01%
2,119
+2,019
1504
$10.3K ﹤0.01%
32
+19
1505
$10.2K ﹤0.01%
366
1506
$10.2K ﹤0.01%
334
1507
$10.2K ﹤0.01%
240
-34
1508
$10.2K ﹤0.01%
+875
1509
$10.1K ﹤0.01%
122
1510
$10.1K ﹤0.01%
169
1511
$10.1K ﹤0.01%
285
+282
1512
$10K ﹤0.01%
82
+36
1513
$10K ﹤0.01%
1,095
-277
1514
$10K ﹤0.01%
176
+1
1515
$9.97K ﹤0.01%
260
+163
1516
$9.96K ﹤0.01%
168
-10
1517
$9.89K ﹤0.01%
119
+70
1518
$9.81K ﹤0.01%
278
+208
1519
$9.79K ﹤0.01%
127
+1
1520
$9.76K ﹤0.01%
782
+157
1521
$9.76K ﹤0.01%
271
+257
1522
$9.73K ﹤0.01%
301
1523
$9.72K ﹤0.01%
269
-49
1524
$9.69K ﹤0.01%
19
+5
1525
$9.68K ﹤0.01%
182
59 60
61
62 63