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PI

Parkside Investments Portfolio holdings

AUM $823M
1-Year Est. Return 26.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$3.45M
3
+$3.02M
4
AMD icon
Advanced Micro Devices
AMD
+$2.92M
5
SLB icon
SLB Ltd
SLB
+$1.54M

Top Sells

1
+$3M
2
+$2.53M
3
+$2.43M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.35M
5
WBA
Walgreens Boots Alliance
WBA
+$1.26M

Sector Composition

1 Technology 8.69%
2 Financials 6.55%
3 Communication Services 5.48%
4 Healthcare 4.95%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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-3,424
103
– –
-5,000
104
– –
-25,000
105
– –
-180,000
106
– –
-784
107
– –
-858
108
– –
-5,000
109
– –
-16,000
110
– –
-27,522
111
– –
-9,200
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