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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
1976
$2.25K ﹤0.01%
150
1977
$2.24K ﹤0.01%
119
1978
$2.24K ﹤0.01%
51
1979
$2.23K ﹤0.01%
92
1980
$2.22K ﹤0.01%
27
+1
1981
$2.21K ﹤0.01%
160
1982
$2.2K ﹤0.01%
232
1983
$2.19K ﹤0.01%
216
+54
1984
$2.18K ﹤0.01%
55
1985
$2.17K ﹤0.01%
14
1986
$2.17K ﹤0.01%
+21
1987
$2.17K ﹤0.01%
47
-8
1988
$2.17K ﹤0.01%
22
-124
1989
$2.16K ﹤0.01%
15
-8
1990
$2.16K ﹤0.01%
425
-858
1991
$2.15K ﹤0.01%
100
+7
1992
$2.15K ﹤0.01%
49
-349
1993
$2.13K ﹤0.01%
42
1994
$2.13K ﹤0.01%
270
+180
1995
$2.12K ﹤0.01%
19
-87
1996
$2.12K ﹤0.01%
70
1997
$2.12K ﹤0.01%
41
+11
1998
$2.11K ﹤0.01%
77
-4
1999
$2.11K ﹤0.01%
26
-15
2000
$2.1K ﹤0.01%
111
+6
78 79
80
81 82