PI

Parkside Investments Portfolio holdings

AUM $736M
1-Year Est. Return 13.44%
This Quarter Est. Return
1 Year Est. Return
+13.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6M
2 +$4.67M
3 +$4.67M
4
CME icon
CME Group
CME
+$4.56M
5
REM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$406K 0.29%
+34,200
52
$384K 0.27%
+19,700
53
$346K 0.24%
+4,135