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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
$503M
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,204
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.8M
3
+$2.22M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.17M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.84M

Top Sells

1
+$1.68M
2
+$1.68M
3
+$1.26M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$832K
5
MRVL icon
Marvell Technology
MRVL
+$667K

Sector Composition

1 Technology 7.98%
2 Financials 6.33%
3 Communication Services 6.09%
4 Healthcare 5.1%
5 Energy 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$15K ﹤0.01%
1,425
-740
1052
$15K ﹤0.01%
568
-16
1053
$15K ﹤0.01%
1,845
-409
1054
$15K ﹤0.01%
289
-1,988
1055
$15K ﹤0.01%
343
+196
1056
$15K ﹤0.01%
1,000
1057
$15K ﹤0.01%
+610
1058
$15K ﹤0.01%
516
+27
1059
$15K ﹤0.01%
1,629
+857
1060
$15K ﹤0.01%
255
+62
1061
$15K ﹤0.01%
+639
1062
$15K ﹤0.01%
778
-480
1063
$15K ﹤0.01%
974
+509
1064
$15K ﹤0.01%
201
+71
1065
$15K ﹤0.01%
1,276
+711
1066
$15K ﹤0.01%
1,151
1067
$15K ﹤0.01%
630
+281
1068
$15K ﹤0.01%
221
+133
1069
$15K ﹤0.01%
245
+28
1070
$15K ﹤0.01%
89
1071
$15K ﹤0.01%
210
1072
$15K ﹤0.01%
748
+155
1073
$15K ﹤0.01%
149
-3
1074
$15K ﹤0.01%
+154
1075
$14K ﹤0.01%
657
-181
41 42
43
44 45