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
$2.12B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1
+$63.2M
2
+$17.6M
3
+$17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.1M
5
PLTR icon
Palantir
PLTR
+$12.8M

Top Sells

1
+$10M
2
+$8.38M
3
+$4.65M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.49M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.89M

Sector Composition

1 Technology 15.54%
2 Financials 8.09%
3 Healthcare 6.25%
4 Communication Services 5.32%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$16K ﹤0.01%
173
1677
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464
-354
1678
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363
-87
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202
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366
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61
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1683
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668
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398
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361
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148
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1,278
1688
$16K ﹤0.01%
567
1689
$16K ﹤0.01%
269
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1690
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1,116
1691
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522
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-31
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115
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508
1695
$16K ﹤0.01%
406
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1696
$16K ﹤0.01%
136
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1697
$16K ﹤0.01%
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1698
$16K ﹤0.01%
5,000
1699
$16K ﹤0.01%
688
-11
1700
$16K ﹤0.01%
606
-2
66 67
68
69 70