PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.37%
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
2676
$2K ﹤0.01%
+50
2677
$2K ﹤0.01%
550
2678
$2K ﹤0.01%
297
+274
2679
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100
2680
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16
2681
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155
2682
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71
-10
2683
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8
2684
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28
+7
2685
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28
+2
2686
$2K ﹤0.01%
83
-42
2687
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42
+34
2688
$2K ﹤0.01%
155
-53
2689
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41
+18
2690
$2K ﹤0.01%
14
2691
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66
2692
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95
+16
2693
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121
-367
2694
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63
2695
$2K ﹤0.01%
61
-27
2696
$2K ﹤0.01%
8
-4
2697
$2K ﹤0.01%
+75
2698
$2K ﹤0.01%
43
+28
2699
$2K ﹤0.01%
29
+2
2700
$2K ﹤0.01%
39
-259
106 107
108
109 110