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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
1876
$3.04K ﹤0.01%
47
1877
$3.03K ﹤0.01%
124
+30
1878
$3.02K ﹤0.01%
+500
1879
$3K ﹤0.01%
23
1880
$2.99K ﹤0.01%
45
1881
$2.97K ﹤0.01%
62
-26
1882
$2.96K ﹤0.01%
129
1883
$2.95K ﹤0.01%
59
1884
$2.93K ﹤0.01%
58
-58
1885
$2.92K ﹤0.01%
147
+27
1886
$2.9K ﹤0.01%
39
1887
$2.9K ﹤0.01%
1,298
-340
1888
$2.89K ﹤0.01%
95
1889
$2.89K ﹤0.01%
19
1890
$2.89K ﹤0.01%
53
+13
1891
$2.87K ﹤0.01%
71
1892
$2.85K ﹤0.01%
32
1893
$2.85K ﹤0.01%
115
1894
$2.84K ﹤0.01%
78
1895
$2.83K ﹤0.01%
55
-10
1896
$2.83K ﹤0.01%
78
+26
1897
$2.82K ﹤0.01%
75
1898
$2.8K ﹤0.01%
24
-26
1899
$2.79K ﹤0.01%
23
1900
$2.79K ﹤0.01%
11
-1
74 75
76
77 78