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
2101
$9K ﹤0.01%
148
+107
2102
$9K ﹤0.01%
282
-83
2103
$9K ﹤0.01%
65
+39
2104
$9K ﹤0.01%
243
+86
2105
$9K ﹤0.01%
660
+435
2106
$9K ﹤0.01%
+5,963
2107
$9K ﹤0.01%
616
+300
2108
$9K ﹤0.01%
390
+201
2109
$9K ﹤0.01%
232
2110
$9K ﹤0.01%
50
2111
$9K ﹤0.01%
130
-110
2112
$9K ﹤0.01%
571
-2,179
2113
$9K ﹤0.01%
153
+24
2114
$9K ﹤0.01%
+400
2115
$9K ﹤0.01%
214
+104
2116
$9K ﹤0.01%
+500
2117
$9K ﹤0.01%
201
+119
2118
$9K ﹤0.01%
128
-1,299
2119
$9K ﹤0.01%
412
+221
2120
$9K ﹤0.01%
47
2121
$9K ﹤0.01%
132
+89
2122
$9K ﹤0.01%
+270
2123
$9K ﹤0.01%
198
+151
2124
$9K ﹤0.01%
120
-62
2125
$9K ﹤0.01%
50
83 84
85
86 87