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
1626
$24K ﹤0.01%
172
+78
1627
$24K ﹤0.01%
761
+283
1628
$24K ﹤0.01%
1,551
1629
$24K ﹤0.01%
2,175
1630
$24K ﹤0.01%
986
+83
1631
$24K ﹤0.01%
1,163
+586
1632
$23K ﹤0.01%
1,103
-169
1633
$23K ﹤0.01%
1,413
+1
1634
$23K ﹤0.01%
2,800
1635
$23K ﹤0.01%
154
+133
1636
$23K ﹤0.01%
928
+100
1637
$23K ﹤0.01%
293
+6
1638
$23K ﹤0.01%
2,369
+427
1639
$23K ﹤0.01%
1,525
-124
1640
$23K ﹤0.01%
488
1641
$23K ﹤0.01%
1,142
-260
1642
$23K ﹤0.01%
359
+5
1643
$23K ﹤0.01%
1,173
+217
1644
$23K ﹤0.01%
838
-207
1645
$23K ﹤0.01%
383
+51
1646
$23K ﹤0.01%
495
-4
1647
$23K ﹤0.01%
486
+204
1648
$23K ﹤0.01%
636
+80
1649
$23K ﹤0.01%
299
-18
1650
$23K ﹤0.01%
4,802
+1,999
64 65
66
67 68