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
$205M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$5.71M
2 +$5.16M
3 +$3.94M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.3M
5
BABA icon
Alibaba
BABA
+$1.72M

Top Sells

1 +$1.79M
2 +$1.64M
3 +$1.57M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.17M
5
CPN
Calpine Corporation
CPN
+$1.06M

Sector Composition

1 Financials 9.82%
2 Technology 7.32%
3 Industrials 7.03%
4 Healthcare 6.51%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,200