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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
1851
$3.3K ﹤0.01%
41
1852
$3.29K ﹤0.01%
59
1853
$3.28K ﹤0.01%
188
-2,480
1854
$3.28K ﹤0.01%
91
+20
1855
$3.27K ﹤0.01%
56
1856
$3.27K ﹤0.01%
180
1857
$3.26K ﹤0.01%
108
1858
$3.24K ﹤0.01%
+50
1859
$3.23K ﹤0.01%
210
+35
1860
$3.19K ﹤0.01%
77
1861
$3.18K ﹤0.01%
152
1862
$3.15K ﹤0.01%
75
1863
$3.14K ﹤0.01%
59
1864
$3.14K ﹤0.01%
50
-53
1865
$3.13K ﹤0.01%
274
+99
1866
$3.13K ﹤0.01%
335
-46
1867
$3.12K ﹤0.01%
104
-107
1868
$3.1K ﹤0.01%
250
1869
$3.09K ﹤0.01%
93
+1
1870
$3.09K ﹤0.01%
90
-139
1871
$3.08K ﹤0.01%
50
+35
1872
$3.06K ﹤0.01%
56
+1
1873
$3.05K ﹤0.01%
34
1874
$3.05K ﹤0.01%
152
-9
1875
$3.05K ﹤0.01%
788
73 74
75
76 77