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
726
$193K 0.01%
3,480
+964
727
$192K 0.01%
15,226
-166
728
$192K 0.01%
1,880
-475
729
$192K 0.01%
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730
$192K 0.01%
3,641
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731
$190K 0.01%
305
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733
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3,062
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734
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735
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3,512
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739
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$186K 0.01%
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$181K 0.01%
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$180K 0.01%
11,417
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750
$179K 0.01%
5,313
+826
28 29
30
31 32