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
$663M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$17.2M
2 +$11.4M
3 +$9.81M
4
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$6.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.52M

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
-6,000