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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
2276
$1.02K ﹤0.01%
35
-29
2277
$1.02K ﹤0.01%
63
2278
$1.01K ﹤0.01%
164
2279
$1.01K ﹤0.01%
21
2280
$1K ﹤0.01%
33
2281
$1K ﹤0.01%
60
2282
$1K ﹤0.01%
25
-18
2283
$997 ﹤0.01%
129
2284
$997 ﹤0.01%
20
2285
$996 ﹤0.01%
29
-30
2286
$996 ﹤0.01%
+206
2287
$989 ﹤0.01%
10
2288
$985 ﹤0.01%
121
-155
2289
$977 ﹤0.01%
240
2290
$975 ﹤0.01%
35
2291
$973 ﹤0.01%
45
2292
$972 ﹤0.01%
40
2293
$965 ﹤0.01%
72
2294
$961 ﹤0.01%
34
-366
2295
$961 ﹤0.01%
70
2296
$960 ﹤0.01%
50
2297
$960 ﹤0.01%
5
2298
$951 ﹤0.01%
20
-30
2299
$951 ﹤0.01%
16
+15
2300
$949 ﹤0.01%
49
90 91
92
93 94