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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
$503M
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,204
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.8M
3
+$2.22M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.17M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.84M

Top Sells

1
+$1.68M
2
+$1.68M
3
+$1.26M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$832K
5
MRVL icon
Marvell Technology
MRVL
+$667K

Sector Composition

1 Technology 7.98%
2 Financials 6.33%
3 Communication Services 6.09%
4 Healthcare 5.1%
5 Energy 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$7K ﹤0.01%
+109
1377
$7K ﹤0.01%
260
1378
$7K ﹤0.01%
145
1379
$7K ﹤0.01%
69
+47
1380
$7K ﹤0.01%
278
+228
1381
$7K ﹤0.01%
37
-450
1382
$7K ﹤0.01%
15
+6
1383
$7K ﹤0.01%
+176
1384
$6K ﹤0.01%
195
+25
1385
$6K ﹤0.01%
104
-64
1386
$6K ﹤0.01%
112
-22
1387
$6K ﹤0.01%
100
1388
$6K ﹤0.01%
82
+56
1389
$6K ﹤0.01%
+247
1390
$6K ﹤0.01%
96
+71
1391
$6K ﹤0.01%
152
+57
1392
$6K ﹤0.01%
+399
1393
$6K ﹤0.01%
50
-14
1394
$6K ﹤0.01%
115
1395
$6K ﹤0.01%
+258
1396
$6K ﹤0.01%
68
+28
1397
$6K ﹤0.01%
163
1398
$6K ﹤0.01%
172
1399
$6K ﹤0.01%
250
-1
1400
$6K ﹤0.01%
+224
54 55
56
57 58