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
2601
$3K ﹤0.01%
91
2602
$3K ﹤0.01%
151
-249
2603
$3K ﹤0.01%
65
+12
2604
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2605
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211
+176
2606
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55
-28
2607
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2608
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35
+10
2609
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39
-107
2610
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209
+171
2611
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2612
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2613
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104
2614
$3K ﹤0.01%
112
+86
2615
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+93
2616
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2617
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2618
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59
+51
2619
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-304
2620
$3K ﹤0.01%
117
-342
2621
$3K ﹤0.01%
300
2622
$3K ﹤0.01%
+44
2623
$3K ﹤0.01%
68
-5
2624
$3K ﹤0.01%
58
+6
2625
$3K ﹤0.01%
+204
103 104
105
106 107