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
651
$235K 0.01%
7,038
652
$234K 0.01%
8,250
+2,500
653
$232K 0.01%
6,358
654
$231K 0.01%
2,155
-519
655
$231K 0.01%
2,019
+74
656
$231K 0.01%
2,393
657
$230K 0.01%
11,071
658
$229K 0.01%
7,742
+531
659
$229K 0.01%
1,809
-3,352
660
$228K 0.01%
2,152
+338
661
$227K 0.01%
1,008
+121
662
$225K 0.01%
1,330
+170
663
$225K 0.01%
2,651
+723
664
$225K 0.01%
8,666
+1,623
665
$224K 0.01%
3,847
+333
666
$223K 0.01%
1,929
+407
667
$223K 0.01%
1,993
+198
668
$223K 0.01%
2,092
669
$223K 0.01%
+2,839
670
$223K 0.01%
1,418
+82
671
$223K 0.01%
8,242
-690
672
$223K 0.01%
486
+6
673
$223K 0.01%
1,801
+408
674
$222K 0.01%
2,590
+47
675
$222K 0.01%
1,856
+194
25 26
27
28 29