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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
2126
$1.49K ﹤0.01%
55
2127
$1.48K ﹤0.01%
140
2128
$1.48K ﹤0.01%
87
2129
$1.48K ﹤0.01%
56
-25
2130
$1.47K ﹤0.01%
125
-35
2131
$1.47K ﹤0.01%
17
-5
2132
$1.47K ﹤0.01%
76
2133
$1.46K ﹤0.01%
50
2134
$1.45K ﹤0.01%
60
-4
2135
$1.45K ﹤0.01%
56
+21
2136
$1.45K ﹤0.01%
15
2137
$1.45K ﹤0.01%
30
+13
2138
$1.44K ﹤0.01%
27
+11
2139
$1.44K ﹤0.01%
80
2140
$1.43K ﹤0.01%
64
+25
2141
$1.42K ﹤0.01%
410
2142
$1.42K ﹤0.01%
16
2143
$1.42K ﹤0.01%
170
2144
$1.4K ﹤0.01%
58
-106
2145
$1.4K ﹤0.01%
187
-132
2146
$1.39K ﹤0.01%
56
+4
2147
$1.38K ﹤0.01%
+8
2148
$1.38K ﹤0.01%
14
2149
$1.38K ﹤0.01%
180
2150
$1.38K ﹤0.01%
29
84 85
86
87 88