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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
1801
$2K ﹤0.01%
123
+103
1802
$2K ﹤0.01%
+155
1803
$2K ﹤0.01%
131
1804
$2K ﹤0.01%
93
-684
1805
$2K ﹤0.01%
33
1806
$2K ﹤0.01%
200
1807
$2K ﹤0.01%
82
+32
1808
$2K ﹤0.01%
55
+31
1809
$2K ﹤0.01%
160
1810
$2K ﹤0.01%
83
1811
$2K ﹤0.01%
2
-2
1812
$2K ﹤0.01%
27
1813
$2K ﹤0.01%
+120
1814
$2K ﹤0.01%
65
+53
1815
$2K ﹤0.01%
11
1816
$2K ﹤0.01%
53
1817
$2K ﹤0.01%
+167
1818
$2K ﹤0.01%
68
1819
$2K ﹤0.01%
103
1820
$2K ﹤0.01%
70
1821
$2K ﹤0.01%
+32
1822
$2K ﹤0.01%
28
1823
$2K ﹤0.01%
364
-573
1824
$2K ﹤0.01%
+113
1825
$2K ﹤0.01%
365
71 72
73
74 75