PI
Parkside Investments Portfolio holdings
AUM
$736M
This Quarter Return
-15.17%
1 Year Return
+13.44%
3 Year Return
+41.87%
5 Year Return
+85.96%
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(+8.9%)
Cap. Flow
+$54.2M
Cap. Flow
% of AUM
23.53%
Top 10 Holdings %
Top 10 Hldgs %
34.41%
Holding
176
New
21
Increased
55
Reduced
21
Closed
73
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$18.9M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.01M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.89M |
| 4 |
Alerian MLP ETF
AMLP
|
$6.31M |
| 5 |
TYG
Tortoise Energy Infrastructure Corp
TYG
|
$5.49M |
Top Sells
Sector Composition
| 1 | Financials | 7.33% |
| 2 | Technology | 6.96% |
| 3 | Healthcare | 5.29% |
| 4 | Communication Services | 5% |
| 5 | Industrials | 3.35% |
