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
$511M
AUM Growth
-$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.26M
3
+$4.21M
4
IAC icon
IAC Inc
IAC
+$3.24M
5
AL icon
Air Lease Corp
AL
+$3.22M

Top Sells

1
+$15.7M
2
+$7.12M
3
+$4.85M
4
OKE icon
Oneok
OKE
+$4.78M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.42M

Sector Composition

1 Communication Services 7.89%
2 Technology 7.54%
3 Healthcare 6.33%
4 Materials 6.18%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$86K 0.02%
+1,021
102
$85K 0.02%
+500
103
$85K 0.02%
+4,803
104
$82K 0.02%
+1,405
105
$78K 0.02%
+429
106
$78K 0.02%
153
-9,505
107
$73K 0.01%
+758
108
$63K 0.01%
+706
109
$62K 0.01%
+537
110
$54K 0.01%
+1,203
111
$53K 0.01%
+250
112
$48K 0.01%
+1,000
113
$48K 0.01%
+1,034
114
$47K 0.01%
+700
115
$43K 0.01%
+700
116
$43K 0.01%
250
-1,200
117
$41K 0.01%
+732
118
$37K 0.01%
+501
119
$36K 0.01%
+500
120
$35K 0.01%
+414
121
$31K 0.01%
+104
122
$31K 0.01%
+240
123
$30K 0.01%
+300
124
$30K 0.01%
+428
125
$29K 0.01%
+611
3 4
5
6 7