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
1226
$55K ﹤0.01%
1,830
-3
1227
$55K ﹤0.01%
4,882
-334
1228
$55K ﹤0.01%
574
+184
1229
$55K ﹤0.01%
300
+144
1230
$54K ﹤0.01%
594
-70
1231
$54K ﹤0.01%
8,300
+4,048
1232
$54K ﹤0.01%
2,000
1233
$54K ﹤0.01%
+2,500
1234
$54K ﹤0.01%
1,698
-58
1235
$54K ﹤0.01%
135
+11
1236
$54K ﹤0.01%
3,000
1237
$54K ﹤0.01%
1,650
1238
$53K ﹤0.01%
3,249
+797
1239
$53K ﹤0.01%
1,357
+730
1240
$53K ﹤0.01%
2,552
+339
1241
$53K ﹤0.01%
1,896
+90
1242
$53K ﹤0.01%
583
+91
1243
$53K ﹤0.01%
800
1244
$53K ﹤0.01%
10,413
+488
1245
$53K ﹤0.01%
705
+32
1246
$53K ﹤0.01%
1,945
+453
1247
$53K ﹤0.01%
2,497
+574
1248
$53K ﹤0.01%
464
+156
1249
$52K ﹤0.01%
617
+183
1250
$52K ﹤0.01%
9,995
+2,344
48 49
50
51 52