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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
1526
$9.59K ﹤0.01%
13
1527
$9.57K ﹤0.01%
46
+3
1528
$9.56K ﹤0.01%
71
-77
1529
$9.54K ﹤0.01%
39
+7
1530
$9.44K ﹤0.01%
517
+16
1531
$9.43K ﹤0.01%
64
1532
$9.33K ﹤0.01%
271
+5
1533
$9.33K ﹤0.01%
509
+62
1534
$9.25K ﹤0.01%
14
+1
1535
$9.22K ﹤0.01%
341
+42
1536
$9.22K ﹤0.01%
125
1537
$9.19K ﹤0.01%
1,467
1538
$9.14K ﹤0.01%
115
+95
1539
$9.13K ﹤0.01%
974
+719
1540
$9.12K ﹤0.01%
37
1541
$9.09K ﹤0.01%
81
1542
$9.08K ﹤0.01%
301
+48
1543
$9.06K ﹤0.01%
+1,488
1544
$9.06K ﹤0.01%
39
-1
1545
$9.03K ﹤0.01%
424
+98
1546
$9.02K ﹤0.01%
123
+7
1547
$9K ﹤0.01%
363
-2
1548
$9K ﹤0.01%
75
-41
1549
$8.96K ﹤0.01%
68
-89
1550
$8.92K ﹤0.01%
203
-12
60 61
62
63 64