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
501
$365K 0.01%
549
+108
502
$364K 0.01%
13,293
+276
503
$362K 0.01%
2,294
-170
504
$361K 0.01%
4,418
+256
505
$360K 0.01%
21,294
+16,995
506
$357K 0.01%
4,886
+785
507
$357K 0.01%
3,243
-168
508
$357K 0.01%
10,044
+393
509
$356K 0.01%
6,860
+937
510
$356K 0.01%
4,906
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511
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4,550
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512
$355K 0.01%
2,311
+58
513
$355K 0.01%
+13,650
514
$353K 0.01%
15,903
+9
515
$352K 0.01%
2,143
+367
516
$350K 0.01%
3,003
+378
517
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1,675
+1,467
518
$350K 0.01%
5,620
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519
$349K 0.01%
8,605
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520
$347K 0.01%
4,429
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521
$347K 0.01%
4,935
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522
$345K 0.01%
2,438
+830
523
$344K 0.01%
4,276
+88
524
$344K 0.01%
1,969
+183
525
$342K 0.01%
2,818
-1,241
19 20
21
22 23