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
426
$457K 0.02%
6,331
+715
427
$457K 0.02%
2,185
+81
428
$457K 0.02%
1,829
+321
429
$456K 0.02%
7,502
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430
$452K 0.02%
4,282
431
$450K 0.02%
2,595
+514
432
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5,680
+1
433
$449K 0.02%
738
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434
$449K 0.02%
1,559
-510
435
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20,242
+4,778
436
$447K 0.02%
2,552
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437
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5,510
+1,281
438
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2,472
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439
$437K 0.02%
7,068
+803
440
$435K 0.02%
1,872
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441
$434K 0.02%
4,983
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1,960
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443
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6,988
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444
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3,620
+1,678
445
$428K 0.02%
27,000
446
$426K 0.02%
8,438
-598
447
$425K 0.02%
10,023
+209
448
$422K 0.02%
13,106
-4,719
449
$421K 0.02%
6,430
-30
450
$420K 0.02%
4,408
+412
16 17
18
19 20