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
1476
$33K ﹤0.01%
500
1477
$33K ﹤0.01%
350
1478
$33K ﹤0.01%
1,868
+453
1479
$32K ﹤0.01%
507
+124
1480
$32K ﹤0.01%
262
+94
1481
$32K ﹤0.01%
1,000
1482
$32K ﹤0.01%
910
-150
1483
$32K ﹤0.01%
244
+77
1484
$32K ﹤0.01%
1,242
1485
$32K ﹤0.01%
853
+61
1486
$32K ﹤0.01%
447
+259
1487
$32K ﹤0.01%
418
1488
$32K ﹤0.01%
356
+150
1489
$32K ﹤0.01%
1,056
+1,014
1490
$32K ﹤0.01%
536
+245
1491
$32K ﹤0.01%
379
-30
1492
$32K ﹤0.01%
2,238
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1493
$32K ﹤0.01%
1,128
+426
1494
$32K ﹤0.01%
208
-41
1495
$32K ﹤0.01%
136
-210
1496
$32K ﹤0.01%
529
-93
1497
$32K ﹤0.01%
227
+1
1498
$31K ﹤0.01%
180
+61
1499
$31K ﹤0.01%
856
1500
$31K ﹤0.01%
258
+24
58 59
60
61 62