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
1176
$61K ﹤0.01%
1,368
+19
1177
$61K ﹤0.01%
12,493
+1,357
1178
$61K ﹤0.01%
1,015
+142
1179
$61K ﹤0.01%
335
+58
1180
$61K ﹤0.01%
1,018
+236
1181
$61K ﹤0.01%
722
+38
1182
$61K ﹤0.01%
1,000
1183
$61K ﹤0.01%
1,438
+124
1184
$60K ﹤0.01%
152
+43
1185
$60K ﹤0.01%
946
+38
1186
$60K ﹤0.01%
1,616
+526
1187
$60K ﹤0.01%
587
+6
1188
$60K ﹤0.01%
862
+155
1189
$59K ﹤0.01%
3,743
+3,034
1190
$59K ﹤0.01%
2,382
+697
1191
$59K ﹤0.01%
1,671
1192
$59K ﹤0.01%
975
-20
1193
$59K ﹤0.01%
3,200
-8,675
1194
$59K ﹤0.01%
700
+80
1195
$59K ﹤0.01%
4,325
1196
$59K ﹤0.01%
2,448
-199
1197
$58K ﹤0.01%
1,047
+14
1198
$58K ﹤0.01%
1,402
-123
1199
$58K ﹤0.01%
1,762
+204
1200
$58K ﹤0.01%
2,500
46 47
48
49 50