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
2901
$1K ﹤0.01%
42
2902
$1K ﹤0.01%
+90
2903
$1K ﹤0.01%
28
+8
2904
$1K ﹤0.01%
1,000
2905
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28
2906
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23
2907
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100
+46
2908
$1K ﹤0.01%
14
2909
$1K ﹤0.01%
+51
2910
$1K ﹤0.01%
79
2911
$1K ﹤0.01%
47
+46
2912
$1K ﹤0.01%
16
+1
2913
$1K ﹤0.01%
37
2914
$1K ﹤0.01%
+13
2915
$1K ﹤0.01%
152
+1
2916
$1K ﹤0.01%
+36
2917
$1K ﹤0.01%
4
+1
2918
$1K ﹤0.01%
+15
2919
$1K ﹤0.01%
+62
2920
$1K ﹤0.01%
20
2921
$1K ﹤0.01%
+2
2922
$1K ﹤0.01%
+30
2923
$1K ﹤0.01%
27
+14
2924
$1K ﹤0.01%
38
-27
2925
$1K ﹤0.01%
+31
115 116
117
118 119