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
1901
$14K ﹤0.01%
337
-110
1902
$14K ﹤0.01%
701
+648
1903
$14K ﹤0.01%
1,308
+1,135
1904
$14K ﹤0.01%
347
1905
$14K ﹤0.01%
+178
1906
$14K ﹤0.01%
306
+130
1907
$14K ﹤0.01%
778
-427
1908
$14K ﹤0.01%
91
-31
1909
$14K ﹤0.01%
191
-10
1910
$13K ﹤0.01%
781
+461
1911
$13K ﹤0.01%
333
1912
$13K ﹤0.01%
1,671
1913
$13K ﹤0.01%
258
1914
$13K ﹤0.01%
237
+217
1915
$13K ﹤0.01%
834
+1
1916
$13K ﹤0.01%
267
1917
$13K ﹤0.01%
529
+291
1918
$13K ﹤0.01%
2,496
-170
1919
$13K ﹤0.01%
213
-74
1920
$13K ﹤0.01%
191
+17
1921
$13K ﹤0.01%
107
-1
1922
$13K ﹤0.01%
102
+36
1923
$13K ﹤0.01%
417
+249
1924
$13K ﹤0.01%
1,131
+18
1925
$13K ﹤0.01%
1,328
-105
75 76
77
78 79