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
2701
$2K ﹤0.01%
35
+10
2702
– –
0
2703
$2K ﹤0.01%
79
+9
2704
– –
0
2705
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43
+17
2706
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350
-262
2707
$2K ﹤0.01%
+287
2708
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+144
2709
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32
+26
2710
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265
+124
2711
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26
+9
2712
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+45
2713
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51
+17
2714
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+100
2715
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200
2716
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+8
2717
$2K ﹤0.01%
+109
2718
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26
2719
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73
+29
2720
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226
2721
$2K ﹤0.01%
128
-285
2722
$2K ﹤0.01%
9
+3
2723
$2K ﹤0.01%
126
+124
2724
$2K ﹤0.01%
89
2725
$2K ﹤0.01%
60
107 108
109
110 111