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
$2.48B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,404
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$24.7M
3
+$23.7M
4
CPNG icon
Coupang
CPNG
+$22M
5
FTOC
FTAC Olympus Acquisition Corp. Class A Ordinary Shares
FTOC
+$15.5M

Top Sells

1
+$15.9M
2
+$14.7M
3
+$9.94M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.22M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.39M

Sector Composition

1 Technology 15.91%
2 Financials 8.08%
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
2851
$1K ﹤0.01%
3
2852
$1K ﹤0.01%
187
2853
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+49
2854
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+125
2855
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2856
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2857
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2858
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9
+8
2859
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2860
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+25
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67
+25
2862
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2863
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2864
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46
-111
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100
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60
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2871
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+145
2872
$1K ﹤0.01%
+367
2873
$1K ﹤0.01%
333
2874
$1K ﹤0.01%
25
2875
$1K ﹤0.01%
+16
113 114
115
116 117