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
1751
$19K ﹤0.01%
246
1752
$19K ﹤0.01%
405
-57
1753
$19K ﹤0.01%
1,375
+1,090
1754
$19K ﹤0.01%
546
-2
1755
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688
-17
1756
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1,455
+121
1757
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345
+12
1758
$19K ﹤0.01%
903
1759
$19K ﹤0.01%
1,095
+189
1760
$19K ﹤0.01%
1,324
-1,788
1761
$19K ﹤0.01%
134
+116
1762
$18K ﹤0.01%
844
1763
$18K ﹤0.01%
1,308
+44
1764
$18K ﹤0.01%
2,127
+138
1765
$18K ﹤0.01%
351
1766
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660
1767
$18K ﹤0.01%
382
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1768
$18K ﹤0.01%
144
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1769
$18K ﹤0.01%
884
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1770
$18K ﹤0.01%
450
1771
$18K ﹤0.01%
331
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1772
$18K ﹤0.01%
322
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1773
$18K ﹤0.01%
278
+1
1774
$18K ﹤0.01%
255
1775
$18K ﹤0.01%
644
-19
69 70
71
72 73