PFM
Parsec Financial Management Portfolio holdings
AUM
$2.37B
1-Year Est. Return
4.66%
1 Year Est. Return
-4.66%
AUM
$2.37B
AUM Growth
+$127M
(+5.7%)
Holding
298
Top Buys
| 1 | +$13.1M | |
| 2 | +$3.89M | |
| 3 | +$3.52M | |
| 4 |
iShares MBS ETF
MBB
|
+$3.51M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3M |
Top Sells
| 1 | +$4.92M | |
| 2 | +$2.91M | |
| 3 | +$2.2M | |
| 4 |
TotalEnergies
TTE
|
+$2.13M |
| 5 |
Citigroup
C
|
+$1.96M |
Sector Composition
| 1 | Technology | 17.79% |
| 2 | Healthcare | 9.94% |
| 3 | Financials | 8.19% |
| 4 | Consumer Discretionary | 5.83% |
| 5 | Consumer Staples | 5.64% |
