PI
Parkside Investments Portfolio holdings
AUM
$736M
1-Year Return
13.44%
This Quarter Return
+6.2%
1 Year Return
+13.44%
3 Year Return
+41.87%
5 Year Return
+85.96%
10 Year Return
–
AUM
$142M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.89%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$6M |
| 2 |
iShares Biotechnology ETF
IBB
|
$4.67M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.67M |
| 4 |
CME Group
CME
|
$4.56M |
| 5 |
iShares Mortgage Real Estate ETF
REM
|
$4.46M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 12.16% |
| 2 | Healthcare | 10.87% |
| 3 | Technology | 9.35% |
| 4 | Energy | 5.99% |
| 5 | Industrials | 5.68% |
