PI
Parkside Investments Portfolio holdings
AUM
$736M
This Quarter Return
+8.32%
1 Year Return
+13.44%
3 Year Return
+41.87%
5 Year Return
+85.96%
10 Year Return
–
AUM
$591M
AUM Growth
+$591M
(+8.5%)
Cap. Flow
+$8.64M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
37.84%
Holding
99
New
12
Increased
28
Reduced
41
Closed
3
Top Buys
| 1 |
SPDR S&P Regional Banking ETF
KRE
|
$8.26M |
| 2 |
iShares MBS ETF
MBB
|
$8M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$7.71M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$3.89M |
| 5 |
Union Pacific
UNP
|
$2.53M |
Top Sells
Sector Composition
| 1 | Technology | 7.82% |
| 2 | Communication Services | 6.81% |
| 3 | Energy | 5.82% |
| 4 | Materials | 5.48% |
| 5 | Industrials | 4.84% |
