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
2626
$2K ﹤0.01%
+34
2627
$2K ﹤0.01%
48
+40
2628
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80
2629
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+76
2630
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+473
2631
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29
+27
2632
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51
2633
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+444
2634
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41
+15
2635
$2K ﹤0.01%
550
2636
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78
+49
2637
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+315
2638
$2K ﹤0.01%
431
+140
2639
$2K ﹤0.01%
302
-17
2640
$2K ﹤0.01%
100
-2,411
2641
$2K ﹤0.01%
21
2642
$2K ﹤0.01%
53
-18
2643
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16
+11
2644
$2K ﹤0.01%
+155
2645
$2K ﹤0.01%
65
2646
$2K ﹤0.01%
+70
2647
$2K ﹤0.01%
81
+67
2648
$2K ﹤0.01%
59
2649
$2K ﹤0.01%
66
2650
$2K ﹤0.01%
222
+107
104 105
106
107 108