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
751
$179K 0.01%
3,935
+32
752
$177K 0.01%
7,935
753
$177K 0.01%
1,949
+327
754
$177K 0.01%
3,847
+475
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$176K 0.01%
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756
$176K 0.01%
3,426
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757
$175K 0.01%
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-660
758
$175K 0.01%
2,123
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759
$174K 0.01%
3,565
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760
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1,317
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761
$174K 0.01%
513
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$174K 0.01%
1,978
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763
$174K 0.01%
1,042
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764
$173K 0.01%
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765
$173K 0.01%
11,938
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$172K 0.01%
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769
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38,608
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$168K 0.01%
2,039
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771
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772
$166K 0.01%
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+1,457
773
$165K 0.01%
2,958
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774
$164K 0.01%
1,000
+3
775
$164K 0.01%
5,643
+904
29 30
31
32 33