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
2051
$10K ﹤0.01%
64
-15
2052
$10K ﹤0.01%
110
+59
2053
$10K ﹤0.01%
239
+1
2054
$10K ﹤0.01%
154
+112
2055
$10K ﹤0.01%
279
-1
2056
$10K ﹤0.01%
164
+17
2057
$10K ﹤0.01%
129
+13
2058
$10K ﹤0.01%
66
+5
2059
$10K ﹤0.01%
179
2060
$10K ﹤0.01%
95
+15
2061
$10K ﹤0.01%
240
-73
2062
$10K ﹤0.01%
182
+4
2063
$10K ﹤0.01%
146
+139
2064
$10K ﹤0.01%
567
-388
2065
$10K ﹤0.01%
145
2066
$10K ﹤0.01%
108
+78
2067
$10K ﹤0.01%
1,553
2068
$10K ﹤0.01%
430
+212
2069
$10K ﹤0.01%
306
+272
2070
$10K ﹤0.01%
47
2071
$10K ﹤0.01%
305
-29
2072
$10K ﹤0.01%
1,000
2073
$10K ﹤0.01%
450
2074
$10K ﹤0.01%
1,000
2075
$10K ﹤0.01%
511
+185
81 82
83
84 85