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
$2.48B
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
2151
$8K ﹤0.01%
205
-133
2152
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332
+252
2153
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+35
2161
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2162
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81
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2163
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754
-89
2164
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502
+5
2165
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2166
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2167
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2168
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205
2169
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594
+504
2170
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261
2171
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153
+64
2172
$8K ﹤0.01%
409
+36
2173
$8K ﹤0.01%
210
2174
$8K ﹤0.01%
308
+105
2175
$8K ﹤0.01%
+237
85 86
87
88 89