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
951
$105K ﹤0.01%
695
+160
952
$104K ﹤0.01%
4,864
+144
953
$104K ﹤0.01%
5,900
-326
954
$104K ﹤0.01%
1,334
+21
955
$104K ﹤0.01%
623
-13
956
$103K ﹤0.01%
3,901
957
$103K ﹤0.01%
1,018
+68
958
$103K ﹤0.01%
2,808
+1,012
959
$103K ﹤0.01%
6,417
960
$102K ﹤0.01%
1,415
-143
961
$102K ﹤0.01%
3,333
+1,290
962
$102K ﹤0.01%
1,155
+34
963
$102K ﹤0.01%
720
+64
964
$101K ﹤0.01%
3,982
-193
965
$101K ﹤0.01%
1,336
966
$101K ﹤0.01%
1,805
+465
967
$101K ﹤0.01%
5,775
968
$100K ﹤0.01%
352
-32
969
$100K ﹤0.01%
254
+50
970
$100K ﹤0.01%
3,762
+178
971
$100K ﹤0.01%
586
+125
972
$100K ﹤0.01%
1,100
+495
973
$99K ﹤0.01%
666
+36
974
$99K ﹤0.01%
885
+417
975
$99K ﹤0.01%
1,788
+272
37 38
39
40 41