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
776
$163K 0.01%
6,229
+729
777
$163K 0.01%
2,955
-1,040
778
$163K 0.01%
3,394
+1,920
779
$162K 0.01%
4,309
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$161K 0.01%
2,011
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781
$161K 0.01%
312
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782
$161K 0.01%
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784
$159K 0.01%
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785
$159K 0.01%
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$159K 0.01%
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787
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2,213
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788
$158K 0.01%
5,243
789
$158K 0.01%
500
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790
$158K 0.01%
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2,417
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795
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440
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796
$157K 0.01%
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3,188
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798
$156K 0.01%
2,176
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799
$155K 0.01%
17,933
800
$155K 0.01%
750
-22
30 31
32
33 34