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
676
$222K 0.01%
5,781
+356
677
$221K 0.01%
5,172
+140
678
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2,180
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$218K 0.01%
807
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$217K 0.01%
655
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$216K 0.01%
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682
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$213K 0.01%
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684
$213K 0.01%
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685
$213K 0.01%
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686
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687
$211K 0.01%
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688
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689
$210K 0.01%
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-185
690
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693
$209K 0.01%
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694
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695
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3,349
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$207K 0.01%
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697
$207K 0.01%
6,284
698
$206K 0.01%
1,529
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699
$206K 0.01%
7,528
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700
$206K 0.01%
318
+7
26 27
28
29 30