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
$511M
AUM Growth
-$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.26M
3
+$4.21M
4
IAC icon
IAC Inc
IAC
+$3.24M
5
AL icon
Air Lease Corp
AL
+$3.22M

Top Sells

1
+$15.7M
2
+$7.12M
3
+$4.85M
4
OKE icon
Oneok
OKE
+$4.78M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.42M

Sector Composition

1 Communication Services 7.89%
2 Technology 7.54%
3 Healthcare 6.33%
4 Materials 6.18%
5 Financials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$25K ﹤0.01%
+500
127
$23K ﹤0.01%
+98
128
$22K ﹤0.01%
+555
129
$20K ﹤0.01%
+305
130
$18K ﹤0.01%
+51
131
$17K ﹤0.01%
+400
132
$16K ﹤0.01%
+100
133
$16K ﹤0.01%
1,000
-29,000
134
$16K ﹤0.01%
+1,739
135
$16K ﹤0.01%
+178
136
$15K ﹤0.01%
+150
137
$14K ﹤0.01%
+303
138
$10K ﹤0.01%
+40
139
$10K ﹤0.01%
+41
140
$10K ﹤0.01%
+200
141
$9K ﹤0.01%
+104
142
$9K ﹤0.01%
+150
143
$9K ﹤0.01%
+25
144
$9K ﹤0.01%
+100
145
$9K ﹤0.01%
+125
146
$9K ﹤0.01%
+1,000
147
$8K ﹤0.01%
+300
148
$8K ﹤0.01%
+100
149
$7K ﹤0.01%
+100
150
$7K ﹤0.01%
+192
3 4 5
6
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