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
2726
$2K ﹤0.01%
+263
2727
$2K ﹤0.01%
77
2728
$2K ﹤0.01%
+40
2729
$2K ﹤0.01%
82
-58
2730
$2K ﹤0.01%
28
-100
2731
$2K ﹤0.01%
56
2732
$2K ﹤0.01%
245
2733
$2K ﹤0.01%
24
2734
$2K ﹤0.01%
48
+14
2735
$2K ﹤0.01%
+68
2736
$2K ﹤0.01%
+362
2737
$2K ﹤0.01%
42
2738
$2K ﹤0.01%
50
-2
2739
$2K ﹤0.01%
100
2740
$2K ﹤0.01%
21
2741
$2K ﹤0.01%
148
2742
$2K ﹤0.01%
7
-16
2743
$2K ﹤0.01%
201
2744
$2K ﹤0.01%
39
-197
2745
$2K ﹤0.01%
51
+15
2746
$2K ﹤0.01%
24
2747
$2K ﹤0.01%
97
2748
$2K ﹤0.01%
51
2749
$2K ﹤0.01%
25
+9
2750
$2K ﹤0.01%
51
108 109
110
111 112