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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1
+$63.2M
2
+$17.6M
3
+$17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.1M
5
PLTR icon
Palantir
PLTR
+$12.8M

Top Sells

1
+$10M
2
+$8.38M
3
+$4.65M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.49M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.89M

Sector Composition

1 Technology 15.54%
2 Financials 8.09%
3 Healthcare 6.25%
4 Communication Services 5.32%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$73K ﹤0.01%
2,253
+229
1002
$73K ﹤0.01%
1,050
+84
1003
$72K ﹤0.01%
435
+79
1004
$72K ﹤0.01%
973
+424
1005
$72K ﹤0.01%
1,000
1006
$72K ﹤0.01%
247
+40
1007
$72K ﹤0.01%
1,730
1008
$72K ﹤0.01%
2,017
+700
1009
$72K ﹤0.01%
1,016
+94
1010
$72K ﹤0.01%
3,369
+414
1011
$71K ﹤0.01%
1,152
-605
1012
$71K ﹤0.01%
1,543
-592
1013
$71K ﹤0.01%
1,050
+300
1014
$71K ﹤0.01%
2,259
1015
$71K ﹤0.01%
177
1016
$71K ﹤0.01%
3,832
-122
1017
$70K ﹤0.01%
1,039
1018
$70K ﹤0.01%
1,983
+77
1019
$70K ﹤0.01%
1,925
-604
1020
$70K ﹤0.01%
1,386
+65
1021
$70K ﹤0.01%
794
-68
1022
$70K ﹤0.01%
2,662
+621
1023
$70K ﹤0.01%
728
+29
1024
$69K ﹤0.01%
2,633
1025
$69K ﹤0.01%
1,535
-70
39 40
41
42 43