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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$503M
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,204
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.8M
3
+$2.22M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.17M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.84M

Top Sells

1
+$1.68M
2
+$1.68M
3
+$1.26M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$832K
5
MRVL icon
Marvell Technology
MRVL
+$667K

Sector Composition

1 Technology 7.98%
2 Financials 6.33%
3 Communication Services 6.09%
4 Healthcare 5.1%
5 Energy 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$3K ﹤0.01%
62
1727
$3K ﹤0.01%
25
1728
$3K ﹤0.01%
+18
1729
$3K ﹤0.01%
+126
1730
$3K ﹤0.01%
120
1731
$3K ﹤0.01%
182
1732
$3K ﹤0.01%
61
+28
1733
$3K ﹤0.01%
223
+123
1734
$3K ﹤0.01%
25
-319
1735
$3K ﹤0.01%
40
1736
$3K ﹤0.01%
98
1737
$3K ﹤0.01%
28
1738
$3K ﹤0.01%
+63
1739
$3K ﹤0.01%
+199
1740
$3K ﹤0.01%
24
1741
$3K ﹤0.01%
125
1742
$3K ﹤0.01%
+319
1743
$2K ﹤0.01%
119
1744
$2K ﹤0.01%
28
1745
$2K ﹤0.01%
+122
1746
$2K ﹤0.01%
+51
1747
$2K ﹤0.01%
306
+182
1748
$2K ﹤0.01%
52
1749
$2K ﹤0.01%
+84
1750
$2K ﹤0.01%
35
-89
68 69
70
71 72