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%
34
+2
2202
$7K ﹤0.01%
300
2203
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500
2204
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62
+15
2205
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77
+23
2206
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215
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2207
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-73
2208
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79
-60
2209
$7K ﹤0.01%
370
+101
2210
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505
2211
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152
+44
2212
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160
-21
2213
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285
+137
2214
$7K ﹤0.01%
184
2215
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108
2216
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+78
2217
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384
2218
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110
-32
2219
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92
-30
2220
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165
+40
2221
$7K ﹤0.01%
396
+49
2222
$7K ﹤0.01%
120
+35
2223
$7K ﹤0.01%
1,025
2224
$7K ﹤0.01%
81
-58
2225
$7K ﹤0.01%
134
+1
87 88
89
90 91