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
151
$2.33M 0.09%
10,203
+253
152
$2.33M 0.09%
58,358
+5,045
153
$2.28M 0.09%
26,480
+1,167
154
$2.27M 0.09%
42,567
+1,858
155
$2.26M 0.09%
17,728
-2,253
156
$2.23M 0.09%
136,515
157
$2.23M 0.09%
42,346
+11,064
158
$2.22M 0.09%
42,120
-1,195
159
$2.22M 0.09%
17,355
+1,391
160
$2.21M 0.09%
5,596
-684
161
$2.17M 0.09%
30,999
+1,657
162
$2.12M 0.09%
22,515
+2,039
163
$2.11M 0.09%
41,633
+29,774
164
$2.1M 0.08%
10,116
+823
165
$2.09M 0.08%
10,597
166
$2.06M 0.08%
5
167
$2.03M 0.08%
33,584
-26,507
168
$2.02M 0.08%
18,740
+16,112
169
$2.01M 0.08%
18,596
-2,696
170
$1.98M 0.08%
26,756
+105
171
$1.93M 0.08%
16,805
-300
172
$1.9M 0.08%
8,665
-217
173
$1.85M 0.07%
14,744
+1,501
174
$1.84M 0.07%
14,320
+461
175
$1.82M 0.07%
10,144
+651
5 6
7
8 9