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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
1776
$4.36K ﹤0.01%
52
1777
$4.34K ﹤0.01%
114
+36
1778
$4.31K ﹤0.01%
75
1779
$4.31K ﹤0.01%
234
1780
$4.26K ﹤0.01%
126
+20
1781
$4.25K ﹤0.01%
110
1782
$4.24K ﹤0.01%
76
1783
$4.24K ﹤0.01%
266
1784
$4.18K ﹤0.01%
70
-10
1785
$4.17K ﹤0.01%
43
+39
1786
$4.16K ﹤0.01%
50
1787
$4.14K ﹤0.01%
13
+6
1788
$4.13K ﹤0.01%
24
+4
1789
$4.13K ﹤0.01%
+1,500
1790
$4.12K ﹤0.01%
63
1791
$4.11K ﹤0.01%
33
1792
$4.1K ﹤0.01%
460
1793
$4.01K ﹤0.01%
58
+9
1794
$4K ﹤0.01%
99
1795
$3.98K ﹤0.01%
179
1796
$3.98K ﹤0.01%
10
1797
$3.98K ﹤0.01%
22
+9
1798
$3.97K ﹤0.01%
132
+121
1799
$3.97K ﹤0.01%
304
-386
1800
$3.95K ﹤0.01%
100
-9
70 71
72
73 74