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
2601
$3K ﹤0.01%
1,266
+91
2602
$3K ﹤0.01%
395
-21
2603
$3K ﹤0.01%
104
2604
$3K ﹤0.01%
111
2605
$3K ﹤0.01%
+186
2606
$3K ﹤0.01%
+48
2607
$3K ﹤0.01%
78
-19
2608
$2K ﹤0.01%
134
2609
$2K ﹤0.01%
422
-36
2610
$2K ﹤0.01%
+49
2611
$2K ﹤0.01%
+17
2612
$2K ﹤0.01%
+99
2613
$2K ﹤0.01%
+44
2614
$2K ﹤0.01%
177
+62
2615
$2K ﹤0.01%
102
-9
2616
$2K ﹤0.01%
25
-75
2617
$2K ﹤0.01%
145
2618
$2K ﹤0.01%
+200
2619
$2K ﹤0.01%
209
-7
2620
$2K ﹤0.01%
200
-300
2621
$2K ﹤0.01%
8
+6
2622
$2K ﹤0.01%
258
+183
2623
$2K ﹤0.01%
326
-667
2624
$2K ﹤0.01%
123
2625
$2K ﹤0.01%
+309
103 104
105
106 107