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
1276
$50K ﹤0.01%
450
+8
1277
$50K ﹤0.01%
494
+46
1278
$50K ﹤0.01%
2,415
+614
1279
$50K ﹤0.01%
1,061
-3,283
1280
$50K ﹤0.01%
437
+13
1281
$50K ﹤0.01%
5,099
+1,020
1282
$49K ﹤0.01%
386
+230
1283
$49K ﹤0.01%
829
+117
1284
$49K ﹤0.01%
1,000
1285
$49K ﹤0.01%
1,742
+1
1286
$49K ﹤0.01%
1,675
+826
1287
$49K ﹤0.01%
475
+41
1288
$49K ﹤0.01%
2,837
-296
1289
$48K ﹤0.01%
1,252
+163
1290
$48K ﹤0.01%
881
-19
1291
$48K ﹤0.01%
2,555
+1,264
1292
$48K ﹤0.01%
2,020
-375
1293
$47K ﹤0.01%
818
1294
$47K ﹤0.01%
602
+24
1295
$47K ﹤0.01%
1,154
1296
$47K ﹤0.01%
774
+32
1297
$47K ﹤0.01%
1,300
+5
1298
$47K ﹤0.01%
2,397
-286
1299
$47K ﹤0.01%
1,399
+124
1300
$46K ﹤0.01%
412
-130
50 51
52
53 54