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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
2151
$1.36K ﹤0.01%
50
+25
2152
$1.36K ﹤0.01%
52
+1
2153
$1.36K ﹤0.01%
58
2154
$1.36K ﹤0.01%
34
2155
$1.35K ﹤0.01%
11
2156
$1.35K ﹤0.01%
26
-1,987
2157
$1.35K ﹤0.01%
5
2158
$1.35K ﹤0.01%
135
2159
$1.34K ﹤0.01%
39
2160
$1.34K ﹤0.01%
132
2161
$1.34K ﹤0.01%
20
2162
$1.33K ﹤0.01%
107
+47
2163
$1.33K ﹤0.01%
35
2164
$1.33K ﹤0.01%
120
2165
$1.32K ﹤0.01%
19
+9
2166
$1.32K ﹤0.01%
135
2167
$1.32K ﹤0.01%
20
2168
$1.32K ﹤0.01%
51
+26
2169
$1.31K ﹤0.01%
151
+73
2170
$1.3K ﹤0.01%
49
2171
$1.3K ﹤0.01%
105
-277
2172
$1.29K ﹤0.01%
35
2173
$1.29K ﹤0.01%
34
-5
2174
$1.29K ﹤0.01%
167
+73
2175
$1.29K ﹤0.01%
34
+4
85 86
87
88 89