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
2876
$1K ﹤0.01%
+30
2877
$1K ﹤0.01%
+16
2878
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40
+9
2879
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2880
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2881
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112
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2882
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2883
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2884
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2885
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22
+6
2886
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14
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83
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2888
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2889
$1K ﹤0.01%
+29
2890
$1K ﹤0.01%
68
2891
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2892
$1K ﹤0.01%
+333
2893
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2894
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2895
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12
-59
2896
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9
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2897
$1K ﹤0.01%
+44
2898
$1K ﹤0.01%
39
+29
2899
$1K ﹤0.01%
10
-5
2900
$1K ﹤0.01%
21
+13
114 115
116
117 118