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
1301
$46K ﹤0.01%
690
+184
1302
$46K ﹤0.01%
296
+149
1303
$46K ﹤0.01%
1,001
+157
1304
$46K ﹤0.01%
+5,000
1305
$45K ﹤0.01%
1,066
+205
1306
$45K ﹤0.01%
284
+116
1307
$45K ﹤0.01%
6,895
1308
$45K ﹤0.01%
780
+20
1309
$45K ﹤0.01%
191
+10
1310
$45K ﹤0.01%
4,048
+190
1311
$45K ﹤0.01%
1,228
+318
1312
$45K ﹤0.01%
1,600
+600
1313
$45K ﹤0.01%
984
+6
1314
$44K ﹤0.01%
934
-153
1315
$44K ﹤0.01%
785
+160
1316
$44K ﹤0.01%
463
+261
1317
$44K ﹤0.01%
2,309
+93
1318
$44K ﹤0.01%
2,648
-262
1319
$43K ﹤0.01%
574
-501
1320
$43K ﹤0.01%
4,168
+1,373
1321
$43K ﹤0.01%
765
+667
1322
$43K ﹤0.01%
2,841
+862
1323
$43K ﹤0.01%
1,612
+157
1324
$43K ﹤0.01%
240
+3
1325
$43K ﹤0.01%
784
+337
51 52
53
54 55