PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
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
+$24.8M
2
+$24.7M
3
+$23.7M
4
CPNG icon
Coupang
CPNG
+$22M
5
FTOC
FTAC Olympus Acquisition Corp. Class A Ordinary Shares
FTOC
+$15.5M

Top Sells

1
+$15.9M
2
+$14.7M
3
+$9.94M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.22M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.39M

Sector Composition

1 Technology 15.91%
2 Financials 8.08%
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
1551
$28K ﹤0.01%
278
+34
1552
$28K ﹤0.01%
597
-378
1553
$28K ﹤0.01%
1,512
-46
1554
$28K ﹤0.01%
299
+16
1555
$28K ﹤0.01%
945
+255
1556
$28K ﹤0.01%
677
+459
1557
$28K ﹤0.01%
2,595
+1,369
1558
$27K ﹤0.01%
404
+5
1559
$27K ﹤0.01%
771
+178
1560
$27K ﹤0.01%
1,070
+350
1561
$27K ﹤0.01%
1,112
1562
$27K ﹤0.01%
450
+126
1563
$27K ﹤0.01%
347
1564
$27K ﹤0.01%
813
-465
1565
$27K ﹤0.01%
115
+51
1566
$27K ﹤0.01%
658
+15
1567
$27K ﹤0.01%
160
1568
$27K ﹤0.01%
464
+132
1569
$27K ﹤0.01%
853
-128
1570
$27K ﹤0.01%
660
+332
1571
$27K ﹤0.01%
379
+237
1572
$27K ﹤0.01%
451
+107
1573
$27K ﹤0.01%
549
-47
1574
$27K ﹤0.01%
294
+95
1575
$27K ﹤0.01%
+7,651
61 62
63
64 65