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
1826
$16K ﹤0.01%
745
+355
1827
$16K ﹤0.01%
216
+189
1828
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53
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1829
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374
+48
1830
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567
1831
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121
+8
1832
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456
1833
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197
+10
1834
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434
+28
1835
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526
-43
1836
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351
+348
1837
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504
-43
1838
$16K ﹤0.01%
95
+85
1839
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517
+260
1840
$16K ﹤0.01%
239
+100
1841
$16K ﹤0.01%
335
+185
1842
$15K ﹤0.01%
150
+129
1843
$15K ﹤0.01%
76
+60
1844
$15K ﹤0.01%
315
-103
1845
$15K ﹤0.01%
63
+57
1846
$15K ﹤0.01%
141
+19
1847
$15K ﹤0.01%
243
-7
1848
$15K ﹤0.01%
+43
1849
$15K ﹤0.01%
+14
1850
$15K ﹤0.01%
1,197
+901
72 73
74
75 76