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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
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
+$24.8M
2
+$24.7M
3
+$23.7M
4
CPNG icon
Coupang
CPNG
+$22M
5
FTOC
FTAC Olympus Acquisition Corp. Class A Ordinary Shares
FTOC
+$15.5M

Top Sells

1
+$15.9M
2
+$14.7M
3
+$9.94M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.22M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.39M

Sector Composition

1 Technology 15.91%
2 Financials 8.08%
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
2026
$11K ﹤0.01%
1,856
-3,164
2027
$10K ﹤0.01%
+124
2028
$10K ﹤0.01%
65
-18
2029
$10K ﹤0.01%
128
2030
$10K ﹤0.01%
1,671
+269
2031
$10K ﹤0.01%
232
2032
$10K ﹤0.01%
300
+100
2033
$10K ﹤0.01%
165
2034
$10K ﹤0.01%
245
2035
$10K ﹤0.01%
136
-47
2036
$10K ﹤0.01%
478
-40
2037
$10K ﹤0.01%
231
+51
2038
$10K ﹤0.01%
1,268
+694
2039
$10K ﹤0.01%
283
+67
2040
$10K ﹤0.01%
1,018
+22
2041
$10K ﹤0.01%
279
-1
2042
$10K ﹤0.01%
164
+17
2043
$10K ﹤0.01%
129
+13
2044
$10K ﹤0.01%
66
+5
2045
$10K ﹤0.01%
179
2046
$10K ﹤0.01%
95
+15
2047
$10K ﹤0.01%
240
-73
2048
$10K ﹤0.01%
182
+4
2049
$10K ﹤0.01%
146
+139
2050
$10K ﹤0.01%
567
-388
80 81
82
83 84