We are live on ! Find out more
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
1751
$4.67K ﹤0.01%
15
+3
1752
$4.64K ﹤0.01%
156
-40
1753
$4.63K ﹤0.01%
95
1754
$4.63K ﹤0.01%
35
1755
$4.62K ﹤0.01%
26
1756
$4.61K ﹤0.01%
173
+37
1757
$4.59K ﹤0.01%
35
1758
$4.59K ﹤0.01%
117
1759
$4.59K ﹤0.01%
10
+2
1760
$4.58K ﹤0.01%
151
+105
1761
$4.57K ﹤0.01%
228
1762
$4.57K ﹤0.01%
+303
1763
$4.54K ﹤0.01%
79
+21
1764
$4.52K ﹤0.01%
69
-1
1765
$4.51K ﹤0.01%
179
+12
1766
$4.5K ﹤0.01%
178
1767
$4.49K ﹤0.01%
263
1768
$4.48K ﹤0.01%
73
1769
$4.45K ﹤0.01%
103
-83
1770
$4.43K ﹤0.01%
63
+3
1771
$4.42K ﹤0.01%
25
+10
1772
$4.4K ﹤0.01%
108
-3
1773
$4.4K ﹤0.01%
231
+34
1774
$4.37K ﹤0.01%
54
-10
1775
$4.36K ﹤0.01%
84
69 70
71
72 73