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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
1926
$2.6K ﹤0.01%
22
1927
$2.6K ﹤0.01%
41
1928
$2.59K ﹤0.01%
31
+3
1929
$2.57K ﹤0.01%
229
+30
1930
$2.57K ﹤0.01%
77
1931
$2.56K ﹤0.01%
198
-85
1932
$2.54K ﹤0.01%
60
1933
$2.54K ﹤0.01%
76
-601
1934
$2.54K ﹤0.01%
93
1935
$2.54K ﹤0.01%
+68
1936
$2.53K ﹤0.01%
350
1937
$2.53K ﹤0.01%
406
1938
$2.51K ﹤0.01%
200
1939
$2.5K ﹤0.01%
87
+41
1940
$2.5K ﹤0.01%
101
-521
1941
$2.5K ﹤0.01%
230
-106
1942
$2.5K ﹤0.01%
127
1943
$2.48K ﹤0.01%
100
1944
$2.48K ﹤0.01%
61
1945
$2.47K ﹤0.01%
104
1946
$2.45K ﹤0.01%
11
1947
$2.44K ﹤0.01%
15
1948
$2.43K ﹤0.01%
46
+1
1949
$2.41K ﹤0.01%
54
1950
$2.41K ﹤0.01%
102
-17
76 77
78
79 80