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
$2.48B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,404
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$24.7M
3
+$23.7M
4
CPNG icon
Coupang
CPNG
+$22M
5
FTOC
FTAC Olympus Acquisition Corp. Class A Ordinary Shares
FTOC
+$15.5M

Top Sells

1
+$15.9M
2
+$14.7M
3
+$9.94M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.22M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.39M

Sector Composition

1 Technology 15.91%
2 Financials 8.08%
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
2551
$3K ﹤0.01%
420
2552
$3K ﹤0.01%
159
2553
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65
+25
2554
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37
-17
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91
+19
2556
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62
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2557
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2558
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66
-1
2559
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2560
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2561
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2562
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+188
2563
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2564
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11
+8
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$3K ﹤0.01%
+242
2566
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2567
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2568
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2570
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+253
2571
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91
2572
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198
+26
2573
$3K ﹤0.01%
91
-30
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+38
2575
$3K ﹤0.01%
67
101 102
103
104 105