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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1
+$63.2M
2
+$17.6M
3
+$17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.1M
5
PLTR icon
Palantir
PLTR
+$12.8M

Top Sells

1
+$10M
2
+$8.38M
3
+$4.65M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.49M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.89M

Sector Composition

1 Technology 15.54%
2 Financials 8.09%
3 Healthcare 6.25%
4 Communication Services 5.32%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$35K ﹤0.01%
2,896
+158
1327
$35K ﹤0.01%
325
+275
1328
$35K ﹤0.01%
759
1329
$35K ﹤0.01%
6,726
-2,298
1330
$34K ﹤0.01%
930
+239
1331
$34K ﹤0.01%
480
1332
$34K ﹤0.01%
330
1333
$34K ﹤0.01%
379
-17
1334
$34K ﹤0.01%
400
1335
$34K ﹤0.01%
528
1336
$34K ﹤0.01%
95
1337
$34K ﹤0.01%
+347
1338
$34K ﹤0.01%
376
+24
1339
$34K ﹤0.01%
627
+127
1340
$34K ﹤0.01%
237
+9
1341
$34K ﹤0.01%
1,352
+188
1342
$33K ﹤0.01%
992
-60
1343
$33K ﹤0.01%
124
+35
1344
$33K ﹤0.01%
910
+268
1345
$33K ﹤0.01%
1,924
-1
1346
$33K ﹤0.01%
1,105
+83
1347
$33K ﹤0.01%
771
-58
1348
$33K ﹤0.01%
882
+224
1349
$33K ﹤0.01%
350
1350
$33K ﹤0.01%
518
+63
52 53
54
55 56