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
876
$126K 0.01%
7,474
+3,994
877
$126K 0.01%
9,308
-4,134
878
$126K 0.01%
1,464
+467
879
$125K 0.01%
5,885
+1,184
880
$124K 0.01%
1,933
881
$123K 0.01%
3,330
-90
882
$123K 0.01%
2,450
+600
883
$122K ﹤0.01%
985
+335
884
$121K ﹤0.01%
2,875
+91
885
$121K ﹤0.01%
6,274
+3,139
886
$121K ﹤0.01%
249
+104
887
$121K ﹤0.01%
1,349
+97
888
$121K ﹤0.01%
1,515
-43
889
$120K ﹤0.01%
2,454
+367
890
$119K ﹤0.01%
2,414
+1,060
891
$119K ﹤0.01%
1,320
892
$119K ﹤0.01%
3,345
+282
893
$118K ﹤0.01%
2,353
-74
894
$118K ﹤0.01%
1,085
895
$117K ﹤0.01%
1,998
896
$117K ﹤0.01%
9,475
+1,125
897
$117K ﹤0.01%
2,195
-43
898
$117K ﹤0.01%
3,130
899
$117K ﹤0.01%
11,300
+87
900
$117K ﹤0.01%
1,718
+102
34 35
36
37 38