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
2201
$7K ﹤0.01%
130
+49
2202
$7K ﹤0.01%
239
+144
2203
$7K ﹤0.01%
87
+70
2204
$7K ﹤0.01%
188
+132
2205
$7K ﹤0.01%
230
2206
$7K ﹤0.01%
288
-360
2207
$7K ﹤0.01%
500
2208
$7K ﹤0.01%
62
+15
2209
$7K ﹤0.01%
77
+23
2210
$7K ﹤0.01%
215
-44
2211
$7K ﹤0.01%
71
-73
2212
$7K ﹤0.01%
79
-60
2213
$7K ﹤0.01%
370
+101
2214
$7K ﹤0.01%
505
2215
$7K ﹤0.01%
152
+44
2216
$7K ﹤0.01%
160
-21
2217
$7K ﹤0.01%
41
+20
2218
$7K ﹤0.01%
184
2219
$7K ﹤0.01%
108
2220
$7K ﹤0.01%
+78
2221
$7K ﹤0.01%
384
2222
$7K ﹤0.01%
110
-32
2223
$7K ﹤0.01%
92
-30
2224
$7K ﹤0.01%
134
+1
2225
$7K ﹤0.01%
60
-5
87 88
89
90 91