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
201
$1.47M 0.06%
5,721
-236
202
$1.45M 0.06%
21,769
-22
203
$1.44M 0.06%
1,719
-43
204
$1.44M 0.06%
4,168
+854
205
$1.43M 0.06%
50,180
-928
206
$1.43M 0.06%
15,058
+1,130
207
$1.41M 0.06%
13,826
+632
208
$1.41M 0.06%
9,443
+548
209
$1.41M 0.06%
23,077
+646
210
$1.41M 0.06%
27,959
-10,397
211
$1.4M 0.06%
10,853
+588
212
$1.4M 0.06%
76,241
+1,500
213
$1.39M 0.06%
2,227
+51
214
$1.38M 0.06%
10,792
+12
215
$1.38M 0.06%
6,273
+219
216
$1.37M 0.06%
18,830
+3,740
217
$1.36M 0.05%
1,823
+164
218
$1.36M 0.05%
23,863
-1,727
219
$1.34M 0.05%
28,917
+4,257
220
$1.32M 0.05%
16,520
-695
221
$1.31M 0.05%
12,690
+2,282
222
$1.3M 0.05%
3,927
+294
223
$1.29M 0.05%
31,662
+440
224
$1.28M 0.05%
8,906
-1,091
225
$1.27M 0.05%
6,644
+90
7 8
9
10 11