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
2526
$4K ﹤0.01%
+64
2527
$4K ﹤0.01%
41
-47
2528
$3K ﹤0.01%
50
+9
2529
$3K ﹤0.01%
812
2530
$3K ﹤0.01%
373
+71
2531
$3K ﹤0.01%
28
-138
2532
$3K ﹤0.01%
65
2533
$3K ﹤0.01%
133
2534
$3K ﹤0.01%
21
-7
2535
$3K ﹤0.01%
113
+4
2536
$3K ﹤0.01%
250
-1,000
2537
$3K ﹤0.01%
75
+47
2538
$3K ﹤0.01%
43
-90
2539
$3K ﹤0.01%
20
-48
2540
$3K ﹤0.01%
152
-43
2541
$3K ﹤0.01%
225
2542
$3K ﹤0.01%
92
+15
2543
$3K ﹤0.01%
94
2544
$3K ﹤0.01%
257
2545
$3K ﹤0.01%
93
+9
2546
$3K ﹤0.01%
+96
2547
$3K ﹤0.01%
22
+10
2548
$3K ﹤0.01%
134
+111
2549
$3K ﹤0.01%
96
-321
2550
$3K ﹤0.01%
244
-76
100 101
102
103 104