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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
1651
$6.68K ﹤0.01%
66
1652
$6.65K ﹤0.01%
440
+97
1653
$6.62K ﹤0.01%
179
+4
1654
$6.62K ﹤0.01%
186
+71
1655
$6.6K ﹤0.01%
47
+8
1656
$6.58K ﹤0.01%
105
1657
$6.57K ﹤0.01%
135
1658
$6.57K ﹤0.01%
38
+4
1659
$6.53K ﹤0.01%
+69
1660
$6.52K ﹤0.01%
47
+10
1661
$6.52K ﹤0.01%
426
1662
$6.48K ﹤0.01%
201
-196
1663
$6.47K ﹤0.01%
107
-1
1664
$6.46K ﹤0.01%
128
-1,010
1665
$6.43K ﹤0.01%
200
1666
$6.42K ﹤0.01%
218
+133
1667
$6.4K ﹤0.01%
128
1668
$6.4K ﹤0.01%
245
1669
$6.36K ﹤0.01%
583
1670
$6.31K ﹤0.01%
65
+63
1671
$6.28K ﹤0.01%
469
+20
1672
$6.25K ﹤0.01%
132
+46
1673
$6.24K ﹤0.01%
78
1674
$6.23K ﹤0.01%
119
-8
1675
$6.22K ﹤0.01%
228
+85
65 66
67
68 69