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
2651
$2K ﹤0.01%
526
+402
2652
$2K ﹤0.01%
19
+9
2653
$2K ﹤0.01%
63
-16
2654
$2K ﹤0.01%
88
-73
2655
$2K ﹤0.01%
40
2656
$2K ﹤0.01%
1
2657
$2K ﹤0.01%
257
2658
$2K ﹤0.01%
+113
2659
$2K ﹤0.01%
291
2660
$2K ﹤0.01%
84
2661
$2K ﹤0.01%
16
+10
2662
$2K ﹤0.01%
34
-18
2663
$2K ﹤0.01%
38
2664
$2K ﹤0.01%
49
2665
$2K ﹤0.01%
26
2666
$2K ﹤0.01%
41
2667
$2K ﹤0.01%
129
2668
$2K ﹤0.01%
15
2669
$2K ﹤0.01%
63
2670
$2K ﹤0.01%
5
2671
$2K ﹤0.01%
+130
2672
$2K ﹤0.01%
4,150
2673
$2K ﹤0.01%
+17
2674
$2K ﹤0.01%
142
2675
$2K ﹤0.01%
+65
105 106
107
108 109