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
$631M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Sells

1 +$9.56M
2 +$7.55M
3 +$7.12M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$7.08M
5
AMD icon
Advanced Micro Devices
AMD
+$6.83M

Sector Composition

1 Communication Services 6.37%
2 Industrials 5.05%
3 Materials 4.97%
4 Technology 4.92%
5 Financials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-143,115
102
-12,000
103
-20,000
104
-20,000