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
1801
$19K ﹤0.01%
109
1802
$19K ﹤0.01%
305
+6
1803
$19K ﹤0.01%
450
1804
$19K ﹤0.01%
461
+180
1805
$19K ﹤0.01%
322
1806
$19K ﹤0.01%
822
+55
1807
$19K ﹤0.01%
621
-102
1808
$19K ﹤0.01%
583
-200
1809
$19K ﹤0.01%
+630
1810
$19K ﹤0.01%
721
+52
1811
$19K ﹤0.01%
+739
1812
$19K ﹤0.01%
1,116
1813
$19K ﹤0.01%
70
+6
1814
$19K ﹤0.01%
197
1815
$19K ﹤0.01%
334
+3
1816
$19K ﹤0.01%
+813
1817
$19K ﹤0.01%
4,128
1818
$19K ﹤0.01%
3,413
+1,557
1819
$19K ﹤0.01%
1,260
-1
1820
$18K ﹤0.01%
669
+270
1821
$18K ﹤0.01%
611
-88
1822
$18K ﹤0.01%
330
+25
1823
$18K ﹤0.01%
88
+5
1824
$18K ﹤0.01%
500
1825
$18K ﹤0.01%
361
+2
71 72
73
74 75