PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,508
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$14.8M
3
+$14.3M
4
PAYO icon
Payoneer
PAYO
+$13.7M
5
DOCS icon
Doximity
DOCS
+$13M

Top Sells

1
+$17.7M
2
+$15.8M
3
+$15.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.4M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.96M

Sector Composition

1 Technology 16.85%
2 Financials 7.23%
3 Healthcare 6.36%
4 Consumer Discretionary 5.57%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2251
$7K ﹤0.01%
78
2252
$7K ﹤0.01%
384
2253
$7K ﹤0.01%
92
2254
$7K ﹤0.01%
82
+29
2255
$7K ﹤0.01%
518
2256
$7K ﹤0.01%
1,025
2257
$7K ﹤0.01%
+22
2258
$7K ﹤0.01%
+391
2259
$7K ﹤0.01%
+1,012
2260
$7K ﹤0.01%
299
-499
2261
$7K ﹤0.01%
89
+84
2262
$7K ﹤0.01%
176
-38
2263
$7K ﹤0.01%
245
2264
$7K ﹤0.01%
79
+62
2265
$7K ﹤0.01%
511
+102
2266
$7K ﹤0.01%
155
+6
2267
$7K ﹤0.01%
47
2268
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+400
2269
$7K ﹤0.01%
213
2270
$7K ﹤0.01%
75
+23
2271
$7K ﹤0.01%
1,553
2272
$7K ﹤0.01%
364
2273
$7K ﹤0.01%
155
+58
2274
$7K ﹤0.01%
302
-172
2275
$7K ﹤0.01%
50
89 90
91
92 93