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
1701
$21K ﹤0.01%
85
1702
$21K ﹤0.01%
1,407
1703
$21K ﹤0.01%
272
+194
1704
$21K ﹤0.01%
505
+4
1705
$21K ﹤0.01%
813
+342
1706
$21K ﹤0.01%
1,196
+529
1707
$21K ﹤0.01%
82
-11
1708
$21K ﹤0.01%
263
1709
$20K ﹤0.01%
602
+50
1710
$20K ﹤0.01%
250
1711
$20K ﹤0.01%
540
+7
1712
$20K ﹤0.01%
278
+67
1713
$20K ﹤0.01%
284
+94
1714
$20K ﹤0.01%
251
+2
1715
$20K ﹤0.01%
146
+19
1716
$20K ﹤0.01%
442
+133
1717
$20K ﹤0.01%
673
+56
1718
$20K ﹤0.01%
874
-341
1719
$20K ﹤0.01%
388
+181
1720
$20K ﹤0.01%
2,000
1721
$20K ﹤0.01%
821
+58
1722
$19K ﹤0.01%
1,137
+59
1723
$19K ﹤0.01%
953
1724
$19K ﹤0.01%
110
-44
1725
$19K ﹤0.01%
798
-4,095
67 68
69
70 71