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
1876
$15K ﹤0.01%
673
+115
1877
$15K ﹤0.01%
286
+9
1878
$15K ﹤0.01%
334
-42
1879
$15K ﹤0.01%
329
+145
1880
$15K ﹤0.01%
252
+146
1881
$15K ﹤0.01%
697
1882
$14K ﹤0.01%
1,440
1883
$14K ﹤0.01%
179
-89
1884
$14K ﹤0.01%
575
+290
1885
$14K ﹤0.01%
1,040
+310
1886
$14K ﹤0.01%
347
+254
1887
$14K ﹤0.01%
808
+65
1888
$14K ﹤0.01%
+1,649
1889
$14K ﹤0.01%
671
+293
1890
$14K ﹤0.01%
800
1891
$14K ﹤0.01%
368
+121
1892
$14K ﹤0.01%
+840
1893
$14K ﹤0.01%
163
-10
1894
$14K ﹤0.01%
+2,571
1895
$14K ﹤0.01%
4,314
+3,724
1896
$14K ﹤0.01%
504
1897
$14K ﹤0.01%
86
-8
1898
$14K ﹤0.01%
181
+18
1899
$14K ﹤0.01%
1,500
1900
$14K ﹤0.01%
295
-20
74 75
76
77 78