PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,508
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$14.8M
3
+$14.3M
4
PAYO icon
Payoneer
PAYO
+$13.7M
5
DOCS icon
Doximity
DOCS
+$13M

Top Sells

1
+$17.7M
2
+$15.8M
3
+$15.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.4M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.96M

Sector Composition

1 Technology 16.85%
2 Financials 7.23%
3 Healthcare 6.36%
4 Consumer Discretionary 5.57%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$4K ﹤0.01%
119
+8
2477
$4K ﹤0.01%
46
-16
2478
$4K ﹤0.01%
47
2479
$4K ﹤0.01%
+87
2480
$4K ﹤0.01%
+345
2481
$4K ﹤0.01%
114
2482
$4K ﹤0.01%
374
+22
2483
$4K ﹤0.01%
291
-63
2484
$4K ﹤0.01%
90
2485
$4K ﹤0.01%
+212
2486
$4K ﹤0.01%
300
2487
$4K ﹤0.01%
166
2488
$4K ﹤0.01%
61
+3
2489
$4K ﹤0.01%
40
-1
2490
$4K ﹤0.01%
57
+42
2491
$4K ﹤0.01%
+99
2492
$4K ﹤0.01%
280
+91
2493
$4K ﹤0.01%
596
+36
2494
$4K ﹤0.01%
107
+85
2495
$4K ﹤0.01%
76
-1,729
2496
$4K ﹤0.01%
55
+11
2497
$4K ﹤0.01%
370
+117
2498
$4K ﹤0.01%
+847
2499
$4K ﹤0.01%
198
2500
$4K ﹤0.01%
171
+161
98 99
100
101 102