PI

Parkside Investments Portfolio holdings

AUM $794M
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$663M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$10.8M
3 +$9.67M
4
COP icon
ConocoPhillips
COP
+$7.23M
5
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$6.79M

Sector Composition

1 Technology 5.91%
2 Communication Services 5.4%
3 Financials 4.82%
4 Materials 4.7%
5 Consumer Discretionary 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-36,000