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
2526
$3K ﹤0.01%
77
+60
2527
$3K ﹤0.01%
117
+106
2528
$3K ﹤0.01%
+298
2529
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94
-4
2530
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12
+7
2531
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160
-33
2532
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2533
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44
+15
2534
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37
+2
2535
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44
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2536
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2537
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98
2538
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156
+123
2539
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49
2540
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245
2541
$3K ﹤0.01%
14
+13
2542
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2543
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358
2544
$3K ﹤0.01%
+34
2545
$3K ﹤0.01%
+110
2546
$3K ﹤0.01%
193
2547
$3K ﹤0.01%
142
-28
2548
$3K ﹤0.01%
32
+20
2549
$3K ﹤0.01%
98
+28
2550
$3K ﹤0.01%
77
100 101
102
103 104