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
376
$565K 0.02%
5,209
+2,906
377
$565K 0.02%
2,338
+548
378
$563K 0.02%
6,938
+309
379
$563K 0.02%
7,196
-127
380
$559K 0.02%
14,050
+165
381
$558K 0.02%
15,302
-1,555
382
$557K 0.02%
5,116
+14
383
$553K 0.02%
4,132
+174
384
$549K 0.02%
1,264
-111
385
$547K 0.02%
8,650
+632
386
$546K 0.02%
5,613
+524
387
$541K 0.02%
2,027
-33
388
$541K 0.02%
4,165
+338
389
$539K 0.02%
7,436
-302
390
$537K 0.02%
9,038
+1,804
391
$535K 0.02%
15,042
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392
$533K 0.02%
10,802
-2,544
393
$532K 0.02%
6,734
-115
394
$530K 0.02%
3,539
+1,237
395
$525K 0.02%
7,385
396
$524K 0.02%
7,527
+1,573
397
$524K 0.02%
9,314
398
$522K 0.02%
2,460
+246
399
$521K 0.02%
2,659
+272
400
$516K 0.02%
3,899
+983
14 15
16
17 18