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Home > Institutional Investor > Parkside Financial Bank & Trust > Profile

Instuitional Investor - Parkside Financial Bank & Trust

Fund Profile
Filing Period:
Fund Name: Parkside Financial Bank & Trust
Portfolio Value $550,110,161
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 164,123 $31,598,634 5.74%
2.
Ishares Trust
 IEF 95,332 $28,901,759 5.25%
3.
Ishares Trust
 IEF 108,004 $17,847,716 3.24%
4.
Vanguard Scottsdale Funds
 239,214 $17,352,612 3.15%
5.
Vanguard Scottsdale Funds
 217,852 $16,996,786 3.08%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)