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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
1726
$5.05K ﹤0.01%
158
1727
$5.02K ﹤0.01%
60
1728
$5.01K ﹤0.01%
95
-32
1729
$5K ﹤0.01%
210
+165
1730
$4.97K ﹤0.01%
6
1731
$4.92K ﹤0.01%
170
+52
1732
$4.92K ﹤0.01%
33
+1
1733
$4.91K ﹤0.01%
133
-10
1734
$4.9K ﹤0.01%
162
1735
$4.9K ﹤0.01%
73
-21
1736
$4.89K ﹤0.01%
120
1737
$4.87K ﹤0.01%
121
-464
1738
$4.85K ﹤0.01%
112
-134
1739
$4.84K ﹤0.01%
96
1740
$4.82K ﹤0.01%
84
-359
1741
$4.82K ﹤0.01%
38
-5
1742
$4.8K ﹤0.01%
72
1743
$4.78K ﹤0.01%
59
+42
1744
$4.78K ﹤0.01%
144
1745
$4.77K ﹤0.01%
17
1746
$4.75K ﹤0.01%
56
1747
$4.72K ﹤0.01%
190
-2,248
1748
$4.7K ﹤0.01%
46
-41
1749
$4.69K ﹤0.01%
80
-62
1750
$4.67K ﹤0.01%
90
68 69
70
71 72