PA

Parallel Advisors Portfolio holdings

AUM $5.45B
1-Year Est. Return 26.97%
This Quarter Est. Return
1 Year Est. Return
+26.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.48B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,404
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$24M
3
+$22.9M
4
CPNG icon
Coupang
CPNG
+$17.8M
5
FTOC
FTAC Olympus Acquisition Corp. Class A Ordinary Shares
FTOC
+$15.5M

Top Sells

1
+$15.6M
2
+$14.2M
3
+$9.84M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.11M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.32M

Sector Composition

1 Technology 15.94%
2 Financials 8.06%
3 Healthcare 5.9%
4 Consumer Discretionary 5.38%
5 Communication Services 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$4K ﹤0.01%
189
+7
2477
$4K ﹤0.01%
230
+229
2478
$4K ﹤0.01%
250
+140
2479
$4K ﹤0.01%
+466
2480
$4K ﹤0.01%
+131
2481
$4K ﹤0.01%
+190
2482
$4K ﹤0.01%
145
2483
$4K ﹤0.01%
278
2484
$4K ﹤0.01%
314
-323
2485
$4K ﹤0.01%
162
+134
2486
$4K ﹤0.01%
53
2487
$4K ﹤0.01%
207
2488
$4K ﹤0.01%
105
+98
2489
$4K ﹤0.01%
+30
2490
$4K ﹤0.01%
55
+31
2491
$4K ﹤0.01%
123
2492
$4K ﹤0.01%
49
-66
2493
$4K ﹤0.01%
206
-17
2494
$4K ﹤0.01%
19
-23
2495
$4K ﹤0.01%
145
2496
$4K ﹤0.01%
199
+59
2497
$4K ﹤0.01%
77
-14
2498
$4K ﹤0.01%
300
2499
$4K ﹤0.01%
24
2500
$4K ﹤0.01%
73
-14
98 99
100
101 102