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
1451
$34K ﹤0.01%
585
-50
1452
$34K ﹤0.01%
+1,225
1453
$34K ﹤0.01%
53
1454
$34K ﹤0.01%
34
-1
1455
$34K ﹤0.01%
650
-23
1456
$34K ﹤0.01%
493
+215
1457
$34K ﹤0.01%
1,838
+22
1458
$34K ﹤0.01%
289
-23
1459
$34K ﹤0.01%
643
+142
1460
$34K ﹤0.01%
1,813
-76
1461
$34K ﹤0.01%
762
+87
1462
$34K ﹤0.01%
609
+453
1463
$34K ﹤0.01%
528
1464
$34K ﹤0.01%
1,621
+1,102
1465
$34K ﹤0.01%
2,125
1466
$33K ﹤0.01%
87
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1467
$33K ﹤0.01%
590
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1468
$33K ﹤0.01%
1,276
-389
1469
$33K ﹤0.01%
406
1470
$33K ﹤0.01%
1,832
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1471
$33K ﹤0.01%
680
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1472
$33K ﹤0.01%
367
+7
1473
$33K ﹤0.01%
+900
1474
$33K ﹤0.01%
516
-103
1475
$33K ﹤0.01%
+619
57 58
59
60 61