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
1151
$65K ﹤0.01%
1,452
1152
$65K ﹤0.01%
930
+112
1153
$65K ﹤0.01%
1,100
1154
$65K ﹤0.01%
6,578
+5,364
1155
$65K ﹤0.01%
502
+49
1156
$65K ﹤0.01%
834
+43
1157
$65K ﹤0.01%
1,394
+91
1158
$65K ﹤0.01%
2,018
-83
1159
$65K ﹤0.01%
2,488
+1,000
1160
$64K ﹤0.01%
692
+190
1161
$64K ﹤0.01%
1,086
1162
$64K ﹤0.01%
969
+133
1163
$64K ﹤0.01%
512
+1
1164
$64K ﹤0.01%
1,200
1165
$64K ﹤0.01%
913
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1166
$63K ﹤0.01%
662
-21
1167
$63K ﹤0.01%
1,338
+21
1168
$63K ﹤0.01%
1,823
+142
1169
$63K ﹤0.01%
2,210
+280
1170
$63K ﹤0.01%
814
-375
1171
$63K ﹤0.01%
241
+95
1172
$62K ﹤0.01%
2,723
+118
1173
$62K ﹤0.01%
10,654
-389
1174
$62K ﹤0.01%
1,743
+312
1175
$62K ﹤0.01%
702
-3
45 46
47
48 49