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
2151
$9K ﹤0.01%
77
2152
$9K ﹤0.01%
+46
2153
$9K ﹤0.01%
138
-8
2154
$9K ﹤0.01%
605
-9
2155
$9K ﹤0.01%
628
+626
2156
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+695
2157
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141
+7
2158
$9K ﹤0.01%
205
2159
$9K ﹤0.01%
805
+563
2160
$9K ﹤0.01%
32
+21
2161
$9K ﹤0.01%
115
2162
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284
+98
2163
$9K ﹤0.01%
42
+23
2164
$9K ﹤0.01%
175
+55
2165
$9K ﹤0.01%
+188
2166
$9K ﹤0.01%
210
2167
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1,467
-204
2168
$9K ﹤0.01%
480
2169
$9K ﹤0.01%
36
2170
$9K ﹤0.01%
24
+2
2171
$9K ﹤0.01%
301
+64
2172
$9K ﹤0.01%
161
-174
2173
$9K ﹤0.01%
148
-11
2174
$9K ﹤0.01%
845
+26
2175
$9K ﹤0.01%
+181
85 86
87
88 89