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
1051
$82K ﹤0.01%
280
-9
1052
$82K ﹤0.01%
2,732
+382
1053
$82K ﹤0.01%
3,647
-317
1054
$82K ﹤0.01%
443
+164
1055
$81K ﹤0.01%
1,860
+237
1056
$81K ﹤0.01%
1,311
+110
1057
$81K ﹤0.01%
188
+19
1058
$81K ﹤0.01%
7,407
+2,157
1059
$80K ﹤0.01%
1,240
+30
1060
$80K ﹤0.01%
912
+33
1061
$80K ﹤0.01%
575
-455
1062
$80K ﹤0.01%
3,335
-36
1063
$80K ﹤0.01%
292
+164
1064
$80K ﹤0.01%
294
+97
1065
$79K ﹤0.01%
772
+5
1066
$79K ﹤0.01%
376
+88
1067
$78K ﹤0.01%
2,903
+1,920
1068
$78K ﹤0.01%
3,813
+16
1069
$78K ﹤0.01%
3,025
+1
1070
$78K ﹤0.01%
2,908
1071
$78K ﹤0.01%
3,856
+1,157
1072
$77K ﹤0.01%
2,714
+599
1073
$77K ﹤0.01%
1,542
+385
1074
$76K ﹤0.01%
5,570
+398
1075
$76K ﹤0.01%
1,746
+33
41 42
43
44 45