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
351
$622K 0.03%
11,804
+6,496
352
$620K 0.03%
2,192
+22
353
$615K 0.02%
53,785
+5,179
354
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1,794
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355
$606K 0.02%
8,018
-3,817
356
$606K 0.02%
7,360
+245
357
$605K 0.02%
3,137
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358
$604K 0.02%
6,173
-6
359
$603K 0.02%
44,923
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360
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26,394
-1,040
361
$602K 0.02%
8,110
+3,223
362
$602K 0.02%
7,957
+443
363
$600K 0.02%
11,042
-3,631
364
$599K 0.02%
2,106
-90
365
$599K 0.02%
4,991
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366
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367
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14,694
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368
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2,049
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369
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24,769
-4,057
370
$584K 0.02%
2,984
+415
371
$580K 0.02%
6,153
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372
$576K 0.02%
6,377
+2,037
373
$572K 0.02%
4,299
+324
374
$568K 0.02%
3,361
+181
375
$566K 0.02%
7,033
+223
13 14
15
16 17