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
1201
$58K ﹤0.01%
483
-16
1202
$58K ﹤0.01%
384
+10
1203
$58K ﹤0.01%
2,543
+191
1204
$57K ﹤0.01%
7,970
-464
1205
$57K ﹤0.01%
1,398
+128
1206
$57K ﹤0.01%
6,400
1207
$57K ﹤0.01%
570
1208
$56K ﹤0.01%
727
+32
1209
$56K ﹤0.01%
+1,714
1210
$56K ﹤0.01%
871
+498
1211
$56K ﹤0.01%
1,277
+185
1212
$56K ﹤0.01%
2,190
+753
1213
$56K ﹤0.01%
7,739
+6,088
1214
$56K ﹤0.01%
1,251
-28,515
1215
$56K ﹤0.01%
356
+3
1216
$56K ﹤0.01%
691
+138
1217
$55K ﹤0.01%
995
+233
1218
$55K ﹤0.01%
2,393
+448
1219
$55K ﹤0.01%
314
-23
1220
$55K ﹤0.01%
1,000
1221
$55K ﹤0.01%
465
+232
1222
$55K ﹤0.01%
14,123
+2,153
1223
$55K ﹤0.01%
800
+434
1224
$55K ﹤0.01%
2,433
+4
1225
$55K ﹤0.01%
1,610
-313
47 48
49
50 51