PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,508
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$14.8M
3
+$14.3M
4
PAYO icon
Payoneer
PAYO
+$13.7M
5
DOCS icon
Doximity
DOCS
+$13M

Top Sells

1
+$17.7M
2
+$15.8M
3
+$15.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.4M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.96M

Sector Composition

1 Technology 16.85%
2 Financials 7.23%
3 Healthcare 6.36%
4 Consumer Discretionary 5.57%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$13K ﹤0.01%
142
2002
$13K ﹤0.01%
91
+65
2003
$13K ﹤0.01%
158
+129
2004
$13K ﹤0.01%
834
2005
$12K ﹤0.01%
2,886
+390
2006
$12K ﹤0.01%
1,262
2007
$12K ﹤0.01%
350
+50
2008
$12K ﹤0.01%
302
-148
2009
$12K ﹤0.01%
1,328
2010
$12K ﹤0.01%
70
+9
2011
$12K ﹤0.01%
313
+31
2012
$12K ﹤0.01%
274
+31
2013
$12K ﹤0.01%
319
+285
2014
$12K ﹤0.01%
301
2015
$12K ﹤0.01%
324
-8
2016
$12K ﹤0.01%
76
2017
$12K ﹤0.01%
221
-190
2018
$12K ﹤0.01%
230
+131
2019
$12K ﹤0.01%
243
2020
$12K ﹤0.01%
200
2021
$12K ﹤0.01%
396
+5
2022
$12K ﹤0.01%
653
-37
2023
$12K ﹤0.01%
73
+9
2024
$12K ﹤0.01%
180
2025
$12K ﹤0.01%
79
+2
79 80
81
82 83