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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
1426
$6K ﹤0.01%
94
1427
$6K ﹤0.01%
+193
1428
$6K ﹤0.01%
+52
1429
$6K ﹤0.01%
+141
1430
$6K ﹤0.01%
87
-24
1431
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+168
1432
$6K ﹤0.01%
61
1433
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200
1434
$6K ﹤0.01%
+236
1435
$6K ﹤0.01%
58
1436
$6K ﹤0.01%
244
1437
$6K ﹤0.01%
46
1438
$6K ﹤0.01%
+120
1439
$6K ﹤0.01%
+85
1440
$6K ﹤0.01%
164
-261
1441
$6K ﹤0.01%
67
1442
$6K ﹤0.01%
+149
1443
$6K ﹤0.01%
281
1444
$6K ﹤0.01%
143
+116
1445
$6K ﹤0.01%
455
1446
$6K ﹤0.01%
130
-12
1447
$6K ﹤0.01%
379
1448
$6K ﹤0.01%
+120
1449
$6K ﹤0.01%
100
1450
$6K ﹤0.01%
3,000
-1,134
56 57
58
59 60