PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,508
New
Increased
Reduced
Closed

Top Buys

1 +$29.6M
2 +$14.8M
3 +$14.3M
4
PAYO icon
Payoneer
PAYO
+$13.7M
5
DOCS icon
Doximity
DOCS
+$13M

Sector Composition

1 Technology 16.85%
2 Financials 7.23%
3 Healthcare 6.36%
4 Consumer Discretionary 5.57%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$63K ﹤0.01%
1,472
+74
1202
$63K ﹤0.01%
662
-75
1203
$63K ﹤0.01%
1,350
-44
1204
$63K ﹤0.01%
1,430
-112
1205
$62K ﹤0.01%
618
-44
1206
$62K ﹤0.01%
1,400
+400
1207
$62K ﹤0.01%
1,488
+86
1208
$62K ﹤0.01%
9,894
+375
1209
$62K ﹤0.01%
1,200
1210
$61K ﹤0.01%
1,307
+617
1211
$61K ﹤0.01%
222
+24
1212
$61K ﹤0.01%
3,482
+233
1213
$61K ﹤0.01%
835
+1
1214
$60K ﹤0.01%
12,693
+200
1215
$60K ﹤0.01%
1,945
+202
1216
$60K ﹤0.01%
311
-3
1217
$60K ﹤0.01%
1,406
-395
1218
$60K ﹤0.01%
2,502
-1,725
1219
$60K ﹤0.01%
1,785
+23
1220
$60K ﹤0.01%
1,969
-5,559
1221
$60K ﹤0.01%
356
1222
$60K ﹤0.01%
1,240
+239
1223
$59K ﹤0.01%
5,726
+1,558
1224
$59K ﹤0.01%
957
+61
1225
$59K ﹤0.01%
2,128
+629