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
2126
$10K ﹤0.01%
163
-57
2127
$10K ﹤0.01%
353
-14
2128
$10K ﹤0.01%
462
-49
2129
$9K ﹤0.01%
170
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2130
$9K ﹤0.01%
151
-6
2131
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246
+58
2132
$9K ﹤0.01%
107
+88
2133
$9K ﹤0.01%
82
+30
2134
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242
+142
2135
$9K ﹤0.01%
323
+35
2136
$9K ﹤0.01%
132
2137
$9K ﹤0.01%
261
+12
2138
$9K ﹤0.01%
202
+176
2139
$9K ﹤0.01%
846
-285
2140
$9K ﹤0.01%
548
+317
2141
$9K ﹤0.01%
148
2142
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80
+18
2143
$9K ﹤0.01%
+217
2144
$9K ﹤0.01%
422
+152
2145
$9K ﹤0.01%
496
+40
2146
$9K ﹤0.01%
268
-6,090
2147
$9K ﹤0.01%
232
2148
$9K ﹤0.01%
209
+4
2149
$9K ﹤0.01%
159
2150
$9K ﹤0.01%
34
84 85
86
87 88