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
526
$342K 0.01%
3,692
+169
527
$341K 0.01%
1,160
-11
528
$340K 0.01%
2,808
+364
529
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1,366
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$339K 0.01%
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531
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3,303
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532
$338K 0.01%
6,163
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533
$336K 0.01%
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534
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6,040
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535
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536
$334K 0.01%
586
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537
$333K 0.01%
21,224
538
$332K 0.01%
278
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539
$328K 0.01%
1,639
+305
540
$328K 0.01%
415
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541
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7,519
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544
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4,858
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$324K 0.01%
1,529
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546
$324K 0.01%
5,232
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547
$322K 0.01%
1,219
+104
548
$322K 0.01%
2,856
+1,961
549
$318K 0.01%
16,544
+22
550
$315K 0.01%
2,304
+564
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