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
1126
$68K ﹤0.01%
498
-35
1127
$68K ﹤0.01%
9,409
+1,508
1128
$68K ﹤0.01%
1,007
+397
1129
$67K ﹤0.01%
547
-16
1130
$67K ﹤0.01%
918
+237
1131
$67K ﹤0.01%
3,002
+1,056
1132
$67K ﹤0.01%
3,505
+4
1133
$67K ﹤0.01%
827
+193
1134
$67K ﹤0.01%
328
+83
1135
$67K ﹤0.01%
2,186
+183
1136
$66K ﹤0.01%
1,681
+16
1137
$66K ﹤0.01%
350
+167
1138
$66K ﹤0.01%
737
+1
1139
$66K ﹤0.01%
3,025
-553
1140
$66K ﹤0.01%
899
+221
1141
$66K ﹤0.01%
319
+48
1142
$66K ﹤0.01%
2,998
+790
1143
$66K ﹤0.01%
737
1144
$66K ﹤0.01%
1,242
+262
1145
$66K ﹤0.01%
12,633
+118
1146
$66K ﹤0.01%
2,199
+1,010
1147
$66K ﹤0.01%
2,353
+163
1148
$65K ﹤0.01%
5,056
-255
1149
$65K ﹤0.01%
2,635
1150
$65K ﹤0.01%
3,652
+1,128
44 45
46
47 48