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
926
$112K ﹤0.01%
+4,728
927
$111K ﹤0.01%
6,152
+683
928
$111K ﹤0.01%
978
+51
929
$111K ﹤0.01%
743
+229
930
$111K ﹤0.01%
435
-18
931
$111K ﹤0.01%
3,452
+25
932
$111K ﹤0.01%
425
+163
933
$110K ﹤0.01%
886
-12
934
$110K ﹤0.01%
291
+62
935
$109K ﹤0.01%
2,380
-300
936
$109K ﹤0.01%
302
-102
937
$109K ﹤0.01%
642
+21
938
$108K ﹤0.01%
720
+110
939
$108K ﹤0.01%
808
-19
940
$108K ﹤0.01%
1,136
+479
941
$108K ﹤0.01%
3,435
-505
942
$107K ﹤0.01%
769
+132
943
$107K ﹤0.01%
1,324
+24
944
$106K ﹤0.01%
1,142
-20
945
$106K ﹤0.01%
5,996
+1
946
$106K ﹤0.01%
6,343
+101
947
$106K ﹤0.01%
610
948
$105K ﹤0.01%
2,272
949
$105K ﹤0.01%
4,264
+1,760
950
$105K ﹤0.01%
226
+9
36 37
38
39 40