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
2576
$3K ﹤0.01%
98
+28
2577
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77
2578
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35
2579
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51
2580
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2581
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-57
2582
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420
2583
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2584
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65
+25
2585
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37
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2586
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91
+19
2587
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62
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2588
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128
2589
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11
+8
2590
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218
+38
2591
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2592
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384
+266
2593
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62
+12
2594
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1
2595
$3K ﹤0.01%
36
-16
2596
$3K ﹤0.01%
103
+26
2597
$3K ﹤0.01%
180
+28
2598
$3K ﹤0.01%
51
+16
2599
$3K ﹤0.01%
100
-700
2600
$3K ﹤0.01%
175
-15
102 103
104
105 106