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
1426
$36K ﹤0.01%
340
+18
1427
$36K ﹤0.01%
289
+127
1428
$36K ﹤0.01%
329
+75
1429
$35K ﹤0.01%
1,184
1430
$35K ﹤0.01%
529
+167
1431
$35K ﹤0.01%
169
+106
1432
$35K ﹤0.01%
619
+190
1433
$35K ﹤0.01%
+4,596
1434
$35K ﹤0.01%
470
+269
1435
$35K ﹤0.01%
400
1436
$35K ﹤0.01%
656
-86
1437
$35K ﹤0.01%
422
+7
1438
$35K ﹤0.01%
2,189
+541
1439
$35K ﹤0.01%
2,751
+437
1440
$35K ﹤0.01%
2,168
-182
1441
$35K ﹤0.01%
770
-5
1442
$35K ﹤0.01%
3,040
-45
1443
$35K ﹤0.01%
750
1444
$35K ﹤0.01%
704
1445
$35K ﹤0.01%
+1,900
1446
$35K ﹤0.01%
381
+162
1447
$35K ﹤0.01%
291
+7
1448
$35K ﹤0.01%
1,883
1449
$34K ﹤0.01%
1,385
-91
1450
$34K ﹤0.01%
172
+15
56 57
58
59 60