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PA

Parallel Advisors Portfolio holdings

AUM $5.55B
1-Year Est. Return 17.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1
+$63.2M
2
+$17.6M
3
+$17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.1M
5
PLTR icon
Palantir
PLTR
+$12.8M

Top Sells

1
+$10M
2
+$8.38M
3
+$4.65M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.49M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.89M

Sector Composition

1 Technology 15.54%
2 Financials 8.09%
3 Healthcare 6.25%
4 Communication Services 5.32%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$5K ﹤0.01%
250
-100
2202
$5K ﹤0.01%
176
2203
$5K ﹤0.01%
30
2204
$5K ﹤0.01%
88
-1,519
2205
$5K ﹤0.01%
170
+29
2206
$5K ﹤0.01%
68
2207
$5K ﹤0.01%
115
2208
$5K ﹤0.01%
114
2209
$5K ﹤0.01%
+67
2210
$5K ﹤0.01%
75
2211
$5K ﹤0.01%
51
-19
2212
$5K ﹤0.01%
20
-918
2213
$4K ﹤0.01%
81
2214
$4K ﹤0.01%
715
-190
2215
$4K ﹤0.01%
28
2216
$4K ﹤0.01%
52
+38
2217
$4K ﹤0.01%
150
2218
$4K ﹤0.01%
131
+60
2219
$4K ﹤0.01%
+398
2220
$4K ﹤0.01%
56
2221
$4K ﹤0.01%
403
2222
$4K ﹤0.01%
37
+23
2223
$4K ﹤0.01%
403
+61
2224
$4K ﹤0.01%
111
+50
2225
$4K ﹤0.01%
266
87 88
89
90 91