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
1776
$18K ﹤0.01%
1,187
+691
1777
$18K ﹤0.01%
504
-129
1778
$18K ﹤0.01%
153
-6
1779
$18K ﹤0.01%
367
-17
1780
$18K ﹤0.01%
254
+81
1781
$18K ﹤0.01%
1,353
+75
1782
$18K ﹤0.01%
248
+5
1783
$18K ﹤0.01%
1,116
1784
$18K ﹤0.01%
273
+174
1785
$18K ﹤0.01%
331
+93
1786
$18K ﹤0.01%
225
+33
1787
$18K ﹤0.01%
17
+9
1788
$18K ﹤0.01%
7,200
1789
$18K ﹤0.01%
162
+111
1790
$18K ﹤0.01%
382
+15
1791
$18K ﹤0.01%
829
+819
1792
$18K ﹤0.01%
55
-1
1793
$17K ﹤0.01%
1,204
+685
1794
$17K ﹤0.01%
537
+227
1795
$17K ﹤0.01%
2,201
+113
1796
$17K ﹤0.01%
228
+220
1797
$17K ﹤0.01%
236
+75
1798
$17K ﹤0.01%
450
+2
1799
$17K ﹤0.01%
426
-449
1800
$17K ﹤0.01%
580
+180
70 71
72
73 74