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PI

Parkside Investments Portfolio holdings

AUM $823M
1-Year Est. Return 26.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$475M
AUM Growth
-$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.8M
3
+$8.96M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.98M
5
PXE icon
Invesco Energy Exploration & Production ETF
PXE
+$6.81M

Top Sells

1
+$11.4M
2
+$9.52M
3
+$5.77M
4
ULST icon
State Street Ultra Short Term Bond ETF
ULST
+$5.73M
5
IAU icon
iShares Gold Trust
IAU
+$4.8M

Sector Composition

1 Communication Services 8.03%
2 Energy 7.04%
3 Technology 6.35%
4 Financials 5.61%
5 Consumer Discretionary 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
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