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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
1451
$6K ﹤0.01%
400
1452
$6K ﹤0.01%
224
1453
$6K ﹤0.01%
1,000
1454
$6K ﹤0.01%
10,000
1455
$6K ﹤0.01%
251
-186
1456
$6K ﹤0.01%
166
1457
$6K ﹤0.01%
+131
1458
$6K ﹤0.01%
+302
1459
$6K ﹤0.01%
+193
1460
$6K ﹤0.01%
162
1461
$6K ﹤0.01%
129
+16
1462
$5K ﹤0.01%
192
+38
1463
$5K ﹤0.01%
+302
1464
$5K ﹤0.01%
251
+42
1465
$5K ﹤0.01%
+92
1466
$5K ﹤0.01%
150
1467
$5K ﹤0.01%
85
-25
1468
$5K ﹤0.01%
77
-102
1469
$5K ﹤0.01%
54
+13
1470
$5K ﹤0.01%
+354
1471
$5K ﹤0.01%
78
1472
$5K ﹤0.01%
89
1473
$5K ﹤0.01%
+144
1474
$5K ﹤0.01%
189
+118
1475
$5K ﹤0.01%
285
57 58
59
60 61