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
1326
$43K ﹤0.01%
462
+1
1327
$43K ﹤0.01%
436
+1
1328
$43K ﹤0.01%
829
+7
1329
$42K ﹤0.01%
370
+24
1330
$42K ﹤0.01%
539
+221
1331
$42K ﹤0.01%
720
+114
1332
$42K ﹤0.01%
1,785
+510
1333
$42K ﹤0.01%
1,977
+281
1334
$42K ﹤0.01%
368
+120
1335
$42K ﹤0.01%
1,389
+1,200
1336
$42K ﹤0.01%
842
+21
1337
$42K ﹤0.01%
291
+32
1338
$42K ﹤0.01%
3,345
+1,487
1339
$42K ﹤0.01%
875
+367
1340
$42K ﹤0.01%
393
-146
1341
$42K ﹤0.01%
999
1342
$42K ﹤0.01%
917
+68
1343
$41K ﹤0.01%
400
1344
$41K ﹤0.01%
791
+214
1345
$41K ﹤0.01%
1,753
+26
1346
$41K ﹤0.01%
9,492
+3,103
1347
$41K ﹤0.01%
500
1348
$41K ﹤0.01%
583
+165
1349
$40K ﹤0.01%
200
1350
$40K ﹤0.01%
452
+146
52 53
54
55 56