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
2026
$11K ﹤0.01%
1,856
-3,164
2027
$10K ﹤0.01%
95
2028
$10K ﹤0.01%
382
+275
2029
$10K ﹤0.01%
280
2030
$10K ﹤0.01%
490
-219
2031
$10K ﹤0.01%
87
+33
2032
$10K ﹤0.01%
63
+33
2033
$10K ﹤0.01%
101
+87
2034
$10K ﹤0.01%
+124
2035
$10K ﹤0.01%
65
-18
2036
$10K ﹤0.01%
128
2037
$10K ﹤0.01%
1,671
+269
2038
$10K ﹤0.01%
83
+11
2039
$10K ﹤0.01%
1,519
2040
$10K ﹤0.01%
156
+51
2041
$10K ﹤0.01%
232
2042
$10K ﹤0.01%
300
+100
2043
$10K ﹤0.01%
165
2044
$10K ﹤0.01%
245
2045
$10K ﹤0.01%
136
-47
2046
$10K ﹤0.01%
478
-40
2047
$10K ﹤0.01%
231
+51
2048
$10K ﹤0.01%
1,268
+694
2049
$10K ﹤0.01%
283
+67
2050
$10K ﹤0.01%
1,018
+22
80 81
82
83 84