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
$451M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 10.01%
2 Technology 8.18%
3 Communication Services 7.5%
4 Healthcare 6.17%
5 Financials 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-24,600
102
-22,158
103
-15,000
104
-12,000