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
$2.69B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,508
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$14.8M
3
+$14.3M
4
PAYO icon
Payoneer
PAYO
+$13.7M
5
DOCS icon
Doximity
DOCS
+$13M

Top Sells

1
+$17.7M
2
+$15.8M
3
+$15.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.4M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.96M

Sector Composition

1 Technology 16.85%
2 Financials 7.23%
3 Healthcare 6.36%
4 Consumer Discretionary 5.57%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1726
$22K ﹤0.01%
733
+269
1727
$22K ﹤0.01%
960
+289
1728
$22K ﹤0.01%
749
+61
1729
$22K ﹤0.01%
605
+101
1730
$22K ﹤0.01%
525
-26
1731
$22K ﹤0.01%
435
+245
1732
$22K ﹤0.01%
1,551
1733
$21K ﹤0.01%
+220
1734
$21K ﹤0.01%
+381
1735
$21K ﹤0.01%
635
+73
1736
$21K ﹤0.01%
1,517
-159
1737
$21K ﹤0.01%
986
-156
1738
$21K ﹤0.01%
1,000
1739
$21K ﹤0.01%
904
-26
1740
$21K ﹤0.01%
490
+4
1741
$21K ﹤0.01%
416
+101
1742
$21K ﹤0.01%
283
-25
1743
$21K ﹤0.01%
970
-83
1744
$21K ﹤0.01%
145
-24
1745
$21K ﹤0.01%
370
+3
1746
$21K ﹤0.01%
1,136
+328
1747
$21K ﹤0.01%
1,626
-514
1748
$21K ﹤0.01%
340
+187
1749
$21K ﹤0.01%
542
-486
1750
$21K ﹤0.01%
490
-36
68 69
70
71 72