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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
1626
$7.07K ﹤0.01%
293
+258
1627
$7.06K ﹤0.01%
500
1628
$7.06K ﹤0.01%
79
+1
1629
$7.05K ﹤0.01%
376
+91
1630
$7.05K ﹤0.01%
85
-18
1631
$7.04K ﹤0.01%
130
+111
1632
$7.03K ﹤0.01%
353
+41
1633
$7K ﹤0.01%
167
+144
1634
$6.99K ﹤0.01%
112
-15
1635
$6.98K ﹤0.01%
341
1636
$6.88K ﹤0.01%
40
-87
1637
$6.88K ﹤0.01%
62
-110
1638
$6.87K ﹤0.01%
202
+82
1639
$6.86K ﹤0.01%
163
-10
1640
$6.83K ﹤0.01%
449
1641
$6.82K ﹤0.01%
+140
1642
$6.8K ﹤0.01%
315
1643
$6.8K ﹤0.01%
161
-6
1644
$6.8K ﹤0.01%
49
1645
$6.75K ﹤0.01%
332
-5,963
1646
$6.72K ﹤0.01%
248
+73
1647
$6.72K ﹤0.01%
238
+97
1648
$6.72K ﹤0.01%
80
1649
$6.71K ﹤0.01%
96
+18
1650
$6.7K ﹤0.01%
314
+7
64 65
66
67 68