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
401
$516K 0.02%
2,625
+335
402
$514K 0.02%
4,479
+493
403
$507K 0.02%
14,817
+1,176
404
$505K 0.02%
12,958
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405
$502K 0.02%
8,595
+285
406
$498K 0.02%
667
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407
$497K 0.02%
2,499
+16
408
$497K 0.02%
1,277
-169
409
$492K 0.02%
22,126
+4,056
410
$490K 0.02%
14,682
+349
411
$489K 0.02%
3,386
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412
$486K 0.02%
353
+17
413
$482K 0.02%
3,255
+238
414
$477K 0.02%
1,964
+310
415
$477K 0.02%
1,809
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416
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417
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2,444
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418
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13,316
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419
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3,625
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420
$472K 0.02%
24,238
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421
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2,332
+1,642
422
$464K 0.02%
1,755
+5
423
$461K 0.02%
1,314
+89
424
$459K 0.02%
7,055
+260
425
$457K 0.02%
11,157
-5,395
15 16
17
18 19