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
451
$420K 0.02%
7,627
+3,597
452
$419K 0.02%
4,866
+446
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$419K 0.02%
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+1,401
454
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455
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23,175
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456
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6,058
-396
457
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833
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458
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459
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8,600
460
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2,702
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461
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2,341
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462
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-95
463
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10,260
-1,048
464
$404K 0.02%
13,284
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465
$404K 0.02%
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466
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468
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470
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471
$395K 0.02%
8,194
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472
$395K 0.02%
6,381
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473
$394K 0.02%
1,505
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474
$394K 0.02%
3,386
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475
$393K 0.02%
4,683
+356
17 18
19
20 21