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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
1951
$2.41K ﹤0.01%
268
1952
$2.4K ﹤0.01%
96
+37
1953
$2.4K ﹤0.01%
67
-30
1954
$2.4K ﹤0.01%
398
1955
$2.39K ﹤0.01%
17
1956
$2.39K ﹤0.01%
79
+19
1957
$2.38K ﹤0.01%
19
1958
$2.38K ﹤0.01%
29
1959
$2.38K ﹤0.01%
28
1960
$2.37K ﹤0.01%
448
1961
$2.35K ﹤0.01%
19
1962
$2.32K ﹤0.01%
58
1963
$2.32K ﹤0.01%
29
1964
$2.31K ﹤0.01%
48
1965
$2.31K ﹤0.01%
64
1966
$2.3K ﹤0.01%
113
1967
$2.3K ﹤0.01%
48
+13
1968
$2.29K ﹤0.01%
213
1969
$2.29K ﹤0.01%
18
1970
$2.29K ﹤0.01%
77
+17
1971
$2.28K ﹤0.01%
150
1972
$2.27K ﹤0.01%
50
1973
$2.27K ﹤0.01%
210
1974
$2.26K ﹤0.01%
374
-426
1975
$2.25K ﹤0.01%
74
+11
77 78
79
80 81