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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
2226
$1.14K ﹤0.01%
186
+16
2227
$1.14K ﹤0.01%
+125
2228
$1.14K ﹤0.01%
50
2229
$1.14K ﹤0.01%
175
2230
$1.13K ﹤0.01%
20
+10
2231
$1.12K ﹤0.01%
175
2232
$1.12K ﹤0.01%
48
2233
$1.12K ﹤0.01%
20
2234
$1.12K ﹤0.01%
30
-15
2235
$1.12K ﹤0.01%
30
+15
2236
$1.11K ﹤0.01%
169
-17
2237
$1.11K ﹤0.01%
28
-48
2238
$1.11K ﹤0.01%
90
2239
$1.1K ﹤0.01%
100
2240
$1.1K ﹤0.01%
110
2241
$1.1K ﹤0.01%
15
2242
$1.09K ﹤0.01%
49
2243
$1.09K ﹤0.01%
60
2244
$1.09K ﹤0.01%
39
2245
$1.09K ﹤0.01%
100
+50
2246
$1.09K ﹤0.01%
67
+2
2247
$1.09K ﹤0.01%
30
2248
$1.09K ﹤0.01%
40
2249
$1.08K ﹤0.01%
19
+1
2250
$1.08K ﹤0.01%
465
-50
88 89
90
91 92