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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
2251
$4K ﹤0.01%
123
-43
2252
$4K ﹤0.01%
+160
2253
$4K ﹤0.01%
50
2254
$4K ﹤0.01%
200
2255
$4K ﹤0.01%
296
2256
$4K ﹤0.01%
190
+175
2257
$4K ﹤0.01%
16
+4
2258
$4K ﹤0.01%
145
2259
$4K ﹤0.01%
30
-5
2260
$4K ﹤0.01%
4,100
2261
$4K ﹤0.01%
163
+23
2262
$4K ﹤0.01%
38
2263
$4K ﹤0.01%
165
+46
2264
$4K ﹤0.01%
41
2265
$4K ﹤0.01%
212
-21
2266
$4K ﹤0.01%
120
+13
2267
$4K ﹤0.01%
87
+20
2268
$4K ﹤0.01%
130
2269
$4K ﹤0.01%
96
-35
2270
$4K ﹤0.01%
58
+40
2271
– –
0
2272
$4K ﹤0.01%
1,792
+222
2273
$4K ﹤0.01%
85
-5
2274
$4K ﹤0.01%
23
+4
2275
$4K ﹤0.01%
76
89 90
91
92 93