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
$230M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$7.01M
3
+$6.89M
4
AMLP icon
Alerian MLP ETF
AMLP
+$6.31M
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$5.49M

Top Sells

1
+$13.3M
2
+$10.6M
3
+$10.2M
4
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$2.79M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.67M

Sector Composition

1 Financials 7.33%
2 Technology 6.96%
3 Healthcare 5.29%
4 Communication Services 5%
5 Industrials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
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