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
476
$393K 0.02%
3,111
-106
477
$392K 0.02%
7,518
+623
478
$391K 0.02%
11,272
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479
$391K 0.02%
4,829
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480
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2,314
-248
481
$383K 0.02%
2,466
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482
$383K 0.02%
2,649
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483
$382K 0.02%
5,640
-1,339
484
$381K 0.02%
13,486
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485
$381K 0.02%
808
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486
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487
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3,414
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488
$376K 0.02%
11,795
489
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1,116
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490
$373K 0.02%
4,212
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11,035
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494
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495
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7,279
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$370K 0.01%
17,457
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497
$369K 0.01%
1,177
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498
$369K 0.01%
2,689
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499
$368K 0.01%
22,169
-23,291
500
$366K 0.01%
1,862
+57
18 19
20
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