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
1651
$23K ﹤0.01%
622
-20
1652
$23K ﹤0.01%
1,861
+534
1653
$23K ﹤0.01%
4,128
-478
1654
$23K ﹤0.01%
551
+26
1655
$23K ﹤0.01%
897
1656
$23K ﹤0.01%
330
+20
1657
$23K ﹤0.01%
1,261
+133
1658
$23K ﹤0.01%
902
1659
$22K ﹤0.01%
308
-25
1660
$22K ﹤0.01%
481
+107
1661
$22K ﹤0.01%
600
-670
1662
$22K ﹤0.01%
305
+17
1663
$22K ﹤0.01%
691
+479
1664
$22K ﹤0.01%
751
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1665
$22K ﹤0.01%
917
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1666
$22K ﹤0.01%
526
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1667
$22K ﹤0.01%
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1668
$22K ﹤0.01%
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1669
$22K ﹤0.01%
350
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496
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1671
$22K ﹤0.01%
434
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1672
$22K ﹤0.01%
526
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1673
$22K ﹤0.01%
124
+118
1674
$22K ﹤0.01%
544
-295
1675
$22K ﹤0.01%
1,218
+398
65 66
67
68 69