PI
Parkside Investments Portfolio holdings
AUM
$794M
1-Year Est. Return
20.93%
This Fund
S&P 500
1 Year Est. Return
+20.93%
AUM
$800M
AUM Growth
+$64.2M
(+8.7%)
Holding
104
Top Buys
| 1 | +$12.9M | |
| 2 | +$9.2M | |
| 3 | +$7.43M | |
| 4 |
Mohawk Industries
MHK
|
+$4.36M |
| 5 |
Fidelity Enhanced Small Cap ETF
FESM
|
+$3.97M |
Top Sells
| 1 | +$12.1M | |
| 2 | +$6.99M | |
| 3 | +$6.28M | |
| 4 |
SoFi Technologies
SOFI
|
+$3.14M |
| 5 |
Freeport-McMoran
FCX
|
+$2.56M |
Sector Composition
| 1 | Financials | 5.79% |
| 2 | Technology | 5.68% |
| 3 | Communication Services | 4.86% |
| 4 | Consumer Discretionary | 3.8% |
| 5 | Industrials | 3.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares National Muni Bond ETF
MUB
$42.5B
| – | – |
-115,670
|
|
||
102
Palo Alto Networks
PANW
$125B
| – | – |
-1,000
|
|
||
103
Simplify Volatility Premium ETF
SVOL
$565M
| – | – |
-380,171
|
|
||
104
Adobe
ADBE
$97.5B
| – | – |
-1,000
|
|