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
1576
$27K ﹤0.01%
+7,651
1577
$26K ﹤0.01%
699
-4
1578
$26K ﹤0.01%
542
+15
1579
$26K ﹤0.01%
1,941
-15
1580
$26K ﹤0.01%
410
1581
$26K ﹤0.01%
222
-67
1582
$26K ﹤0.01%
1,223
+110
1583
$26K ﹤0.01%
1,000
1584
$26K ﹤0.01%
1,820
-128
1585
$26K ﹤0.01%
496
1586
$26K ﹤0.01%
873
-35
1587
$26K ﹤0.01%
587
-48
1588
$26K ﹤0.01%
161
-52
1589
$26K ﹤0.01%
+555
1590
$26K ﹤0.01%
+1,000
1591
$25K ﹤0.01%
2,300
-648
1592
$25K ﹤0.01%
865
+291
1593
$25K ﹤0.01%
1,500
+119
1594
$25K ﹤0.01%
3,076
+2,033
1595
$25K ﹤0.01%
302
1596
$25K ﹤0.01%
345
-49
1597
$25K ﹤0.01%
1,441
+52
1598
$25K ﹤0.01%
110
1599
$25K ﹤0.01%
986
+178
1600
$25K ﹤0.01%
453
+48
62 63
64
65 66