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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
1901
$2.77K ﹤0.01%
364
1902
$2.76K ﹤0.01%
139
-30
1903
$2.75K ﹤0.01%
19
+7
1904
$2.75K ﹤0.01%
102
1905
$2.75K ﹤0.01%
189
+39
1906
$2.74K ﹤0.01%
42
1907
$2.73K ﹤0.01%
87
-7
1908
$2.72K ﹤0.01%
12
1909
$2.72K ﹤0.01%
42
-70
1910
$2.72K ﹤0.01%
22
1911
$2.72K ﹤0.01%
200
1912
$2.71K ﹤0.01%
175
+65
1913
$2.71K ﹤0.01%
33
1914
$2.71K ﹤0.01%
149
1915
$2.7K ﹤0.01%
133
1916
$2.7K ﹤0.01%
88
1917
$2.67K ﹤0.01%
184
-50
1918
$2.66K ﹤0.01%
146
-31
1919
$2.65K ﹤0.01%
160
1920
$2.65K ﹤0.01%
180
+40
1921
$2.65K ﹤0.01%
+229
1922
$2.62K ﹤0.01%
163
1923
$2.62K ﹤0.01%
60
1924
$2.61K ﹤0.01%
222
+34
1925
$2.6K ﹤0.01%
16
+1
75 76
77
78 79