PI

Parkside Investments Portfolio holdings

AUM $794M
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.93%
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 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