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
1676
$22K ﹤0.01%
165
1677
$22K ﹤0.01%
1,024
-55
1678
$22K ﹤0.01%
700
1679
$22K ﹤0.01%
478
+32
1680
$22K ﹤0.01%
5,665
+5,295
1681
$22K ﹤0.01%
36
+4
1682
$22K ﹤0.01%
158
+145
1683
$22K ﹤0.01%
2,419
1684
$22K ﹤0.01%
515
+118
1685
$21K ﹤0.01%
2,754
-420
1686
$21K ﹤0.01%
245
+78
1687
$21K ﹤0.01%
114
+37
1688
$21K ﹤0.01%
573
+381
1689
$21K ﹤0.01%
930
-138
1690
$21K ﹤0.01%
217
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1691
$21K ﹤0.01%
835
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1692
$21K ﹤0.01%
1,763
+363
1693
$21K ﹤0.01%
3,165
+2,000
1694
$21K ﹤0.01%
118
+28
1695
$21K ﹤0.01%
686
+211
1696
$21K ﹤0.01%
597
1697
$21K ﹤0.01%
1,053
-17
1698
$21K ﹤0.01%
2,672
+63
1699
$21K ﹤0.01%
572
1700
$21K ﹤0.01%
190
+19
66 67
68
69 70