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
1251
$52K ﹤0.01%
+671
1252
$52K ﹤0.01%
816
-90
1253
$52K ﹤0.01%
1,041
+229
1254
$52K ﹤0.01%
9,519
+1,349
1255
$52K ﹤0.01%
1,028
-84
1256
$52K ﹤0.01%
563
+113
1257
$51K ﹤0.01%
284
+36
1258
$51K ﹤0.01%
61
1259
$51K ﹤0.01%
678
1260
$51K ﹤0.01%
458
+128
1261
$51K ﹤0.01%
1,053
+1,044
1262
$51K ﹤0.01%
693
+25
1263
$51K ﹤0.01%
4,262
1264
$51K ﹤0.01%
921
1265
$51K ﹤0.01%
8,252
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1266
$51K ﹤0.01%
5,000
1267
$51K ﹤0.01%
1,039
-114
1268
$51K ﹤0.01%
665
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1269
$50K ﹤0.01%
198
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1270
$50K ﹤0.01%
981
1271
$50K ﹤0.01%
467
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1272
$50K ﹤0.01%
588
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1273
$50K ﹤0.01%
896
+107
1274
$50K ﹤0.01%
3,217
-1,072
1275
$50K ﹤0.01%
482
+44
49 50
51
52 53