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
1951
$12K ﹤0.01%
146
+8
1952
$12K ﹤0.01%
180
1953
$12K ﹤0.01%
358
+36
1954
$12K ﹤0.01%
77
1955
$12K ﹤0.01%
634
+573
1956
$12K ﹤0.01%
457
-73
1957
$12K ﹤0.01%
291
-3
1958
$12K ﹤0.01%
206
1959
$12K ﹤0.01%
499
1960
$12K ﹤0.01%
64
+9
1961
$12K ﹤0.01%
114
-39
1962
$12K ﹤0.01%
84
-13
1963
$12K ﹤0.01%
110
+12
1964
$12K ﹤0.01%
518
-254
1965
$12K ﹤0.01%
316
+65
1966
$12K ﹤0.01%
474
+228
1967
$12K ﹤0.01%
141
+61
1968
$12K ﹤0.01%
259
+228
1969
$12K ﹤0.01%
265
1970
$12K ﹤0.01%
1,250
1971
$12K ﹤0.01%
139
-2
1972
$12K ﹤0.01%
192
+91
1973
$12K ﹤0.01%
238
+46
1974
$12K ﹤0.01%
255
+6
1975
$12K ﹤0.01%
298
+259
77 78
79
80 81