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
851
$137K 0.01%
3,677
+21
852
$136K 0.01%
920
+31
853
$136K 0.01%
2,560
-279
854
$136K 0.01%
2,236
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$134K 0.01%
723
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856
$133K 0.01%
694
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857
$133K 0.01%
928
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858
$132K 0.01%
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859
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898
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$131K 0.01%
4,902
861
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222
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-18
863
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315
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$130K 0.01%
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873
$127K 0.01%
981
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874
$127K 0.01%
2,102
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875
$126K 0.01%
25,405
+2,895
33 34
35
36 37