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
2701
$2K ﹤0.01%
49
2702
$2K ﹤0.01%
103
+15
2703
$2K ﹤0.01%
46
+20
2704
$2K ﹤0.01%
550
2705
$2K ﹤0.01%
297
+274
2706
$2K ﹤0.01%
100
2707
$2K ﹤0.01%
41
2708
$2K ﹤0.01%
129
2709
$2K ﹤0.01%
8
-1
2710
$2K ﹤0.01%
89
2711
$2K ﹤0.01%
88
2712
$2K ﹤0.01%
263
2713
$2K ﹤0.01%
77
2714
$2K ﹤0.01%
103
-28
2715
$2K ﹤0.01%
82
2716
$2K ﹤0.01%
9
-56
2717
$2K ﹤0.01%
22
-6
2718
$2K ﹤0.01%
42
-392
2719
$2K ﹤0.01%
32
2720
$2K ﹤0.01%
160
+40
2721
$2K ﹤0.01%
179
+75
2722
$2K ﹤0.01%
15
2723
$2K ﹤0.01%
200
2724
$2K ﹤0.01%
79
+2
2725
$2K ﹤0.01%
42
107 108
109
110 111