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
826
$144K 0.01%
1,753
+529
827
$144K 0.01%
803
-57
828
$144K 0.01%
618
+78
829
$143K 0.01%
2,843
+866
830
$143K 0.01%
1,303
+714
831
$143K 0.01%
3,658
+2
832
$143K 0.01%
8,987
+2,306
833
$143K 0.01%
2,945
-30
834
$142K 0.01%
1,579
+516
835
$142K 0.01%
5,462
-5,852
836
$142K 0.01%
1,325
-480
837
$141K 0.01%
1,472
-80
838
$141K 0.01%
650
-192
839
$141K 0.01%
2,735
840
$141K 0.01%
3,341
+23
841
$140K 0.01%
4,719
+513
842
$139K 0.01%
934
+159
843
$139K 0.01%
794
+90
844
$139K 0.01%
2,123
+575
845
$137K 0.01%
2,763
+1,965
846
$137K 0.01%
2,447
+68
847
$137K 0.01%
2,014
+3
848
$137K 0.01%
3,259
+120
849
$137K 0.01%
970
850
$137K 0.01%
4,737
-14
32 33
34
35 36