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
551
$315K 0.01%
2,117
+26
552
$314K 0.01%
8,574
+1,162
553
$313K 0.01%
2,249
554
$313K 0.01%
5,013
+53
555
$309K 0.01%
2,679
+111
556
$308K 0.01%
1,145
+25
557
$307K 0.01%
6,424
+395
558
$307K 0.01%
5,771
+1,097
559
$305K 0.01%
2,255
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560
$304K 0.01%
43,362
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561
$301K 0.01%
12,052
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562
$300K 0.01%
2,848
-292
563
$300K 0.01%
3,000
-21,001
564
$299K 0.01%
3,890
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565
$299K 0.01%
1,466
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566
$299K 0.01%
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567
$298K 0.01%
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568
$298K 0.01%
3,463
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569
$298K 0.01%
15,765
+3,310
570
$296K 0.01%
+40,085
571
$296K 0.01%
7,656
572
$296K 0.01%
2,074
+222
573
$295K 0.01%
4,392
574
$294K 0.01%
7,950
575
$291K 0.01%
2,816
+408
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