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
1551
$28K ﹤0.01%
800
+147
1552
$28K ﹤0.01%
350
+4
1553
$28K ﹤0.01%
250
+141
1554
$28K ﹤0.01%
853
+104
1555
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278
+34
1556
$28K ﹤0.01%
597
-378
1557
$28K ﹤0.01%
1,512
-46
1558
$27K ﹤0.01%
404
+5
1559
$27K ﹤0.01%
813
-465
1560
$27K ﹤0.01%
115
+51
1561
$27K ﹤0.01%
575
1562
$27K ﹤0.01%
771
+178
1563
$27K ﹤0.01%
1,070
+350
1564
$27K ﹤0.01%
1,112
1565
$27K ﹤0.01%
450
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1566
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347
1567
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658
+15
1568
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160
1569
$27K ﹤0.01%
464
+132
1570
$27K ﹤0.01%
853
-128
1571
$27K ﹤0.01%
660
+332
1572
$27K ﹤0.01%
379
+237
1573
$27K ﹤0.01%
451
+107
1574
$27K ﹤0.01%
549
-47
1575
$27K ﹤0.01%
294
+95
61 62
63
64 65