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
2551
$3K ﹤0.01%
35
-2
2552
$3K ﹤0.01%
72
-92
2553
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2554
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2555
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93
+30
2556
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2557
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81
+55
2558
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61
-349
2559
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2560
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2561
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2562
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48
+32
2563
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34
+10
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51
+3
2565
$3K ﹤0.01%
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-629
2566
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2567
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-34
2569
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35
2570
$3K ﹤0.01%
+382
2571
$3K ﹤0.01%
+191
2572
$3K ﹤0.01%
53
+2
2573
$3K ﹤0.01%
119
+25
2574
$3K ﹤0.01%
+189
2575
$3K ﹤0.01%
+57
101 102
103
104 105