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
1351
$40K ﹤0.01%
134
+79
1352
$40K ﹤0.01%
517
1353
$40K ﹤0.01%
855
+695
1354
$40K ﹤0.01%
2,297
-463
1355
$40K ﹤0.01%
332
+30
1356
$40K ﹤0.01%
463
+2
1357
$40K ﹤0.01%
1,240
+215
1358
$40K ﹤0.01%
1,652
+70
1359
$40K ﹤0.01%
780
+5
1360
$40K ﹤0.01%
156
1361
$40K ﹤0.01%
7,408
-1,514
1362
$40K ﹤0.01%
929
-48
1363
$40K ﹤0.01%
871
+214
1364
$40K ﹤0.01%
782
1365
$40K ﹤0.01%
486
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1366
$40K ﹤0.01%
+1,845
1367
$40K ﹤0.01%
345
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1368
$39K ﹤0.01%
4,050
+101
1369
$39K ﹤0.01%
1,794
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1370
$39K ﹤0.01%
2,504
+12
1371
$39K ﹤0.01%
641
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1372
$39K ﹤0.01%
484
+59
1373
$39K ﹤0.01%
219
+106
1374
$39K ﹤0.01%
312
-78
1375
$39K ﹤0.01%
644
53 54
55
56 57