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
2501
$4K ﹤0.01%
130
2502
$4K ﹤0.01%
44
+11
2503
$4K ﹤0.01%
+157
2504
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456
-19
2505
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+202
2506
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+300
2507
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76
2508
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+193
2509
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113
2510
$3K ﹤0.01%
+34
2511
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63
-1,496
2512
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+23
2513
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133
2514
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40
-4
2515
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125
+42
2516
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90
+47
2517
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2518
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77
+60
2519
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117
+106
2520
$3K ﹤0.01%
+298
2521
$3K ﹤0.01%
94
-4
2522
$3K ﹤0.01%
88
2523
$3K ﹤0.01%
14
+13
2524
$3K ﹤0.01%
253
2525
$3K ﹤0.01%
358
99 100
101
102 103