PA

Paralel Advisors Portfolio holdings

AUM $2.57B
1-Year Est. Return 19.3%
This Quarter Est. Return
1 Year Est. Return
+19.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.41B
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$4.52M
3
+$2.36M
4
CUZ icon
Cousins Properties
CUZ
+$2.14M
5
CCI icon
Crown Castle
CCI
+$980K

Top Sells

1
+$43M
2
+$31.4M
3
+$24.1M
4
EQIX icon
Equinix
EQIX
+$3.89M
5
SHO icon
Sunstone Hotel Investors
SHO
+$2.21M

Sector Composition

1 Financials 60.67%
2 Technology 8.34%
3 Consumer Discretionary 8.28%
4 Industrials 7.35%
5 Energy 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.09%
16,514
+6,200
77
$2.11M 0.09%
4,843
78
$2.06M 0.09%
28,717
79
$2.05M 0.09%
9,240
80
$2.04M 0.08%
22,905
81
$2.03M 0.08%
13,536
82
$2.02M 0.08%
118,346
83
$1.97M 0.08%
16,492
84
$1.92M 0.08%
7,240
85
$1.89M 0.08%
15,048
86
$1.86M 0.08%
16,894
87
$1.86M 0.08%
23,078
88
$1.83M 0.08%
12,350
89
$1.77M 0.07%
31,482
90
$1.76M 0.07%
8,616
91
$1.7M 0.07%
64,200
92
$1.69M 0.07%
51,763
93
$1.63M 0.07%
10,200
94
$1.57M 0.07%
40,000
95
$1.55M 0.06%
82,800
96
$1.51M 0.06%
23,966
97
$1.5M 0.06%
18,949
98
$1.48M 0.06%
14,169
99
$1.47M 0.06%
103,525
100
$1.38M 0.06%
35,000
1 2 3
4
5