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
176
$1.77M 0.07%
13,647
+35
177
$1.76M 0.07%
18,653
-197
178
$1.74M 0.07%
55,450
-510
179
$1.72M 0.07%
8,625
+2,735
180
$1.7M 0.07%
5,672
+316
181
$1.7M 0.07%
68,490
-6,282
182
$1.69M 0.07%
13,914
-522
183
$1.69M 0.07%
67,436
-7,356
184
$1.66M 0.07%
51,131
-6,028
185
$1.63M 0.07%
79,888
-8,946
186
$1.6M 0.06%
13,599
+596
187
$1.57M 0.06%
35,425
188
$1.54M 0.06%
7,612
+1,881
189
$1.54M 0.06%
9,206
+292
190
$1.54M 0.06%
19,308
+660
191
$1.53M 0.06%
28,076
+1,256
192
$1.52M 0.06%
10,228
-11,973
193
$1.52M 0.06%
45,984
+43,386
194
$1.51M 0.06%
41,656
+1,588
195
$1.49M 0.06%
7,024
-296
196
$1.49M 0.06%
10,090
-7,753
197
$1.49M 0.06%
20,991
+937
198
$1.48M 0.06%
30,530
+3,710
199
$1.48M 0.06%
24,324
-4,636
200
$1.47M 0.06%
6,565
-55
6 7
8
9 10