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
2301
$6K ﹤0.01%
533
+235
2302
$6K ﹤0.01%
36
2303
$6K ﹤0.01%
48
-12
2304
$5K ﹤0.01%
+100
2305
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135
-29
2306
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2307
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2308
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2309
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70
2310
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+164
2311
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2312
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99
+1
2313
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+59
2314
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32
-40
2315
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216
+104
2316
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2317
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2318
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+58
2319
$5K ﹤0.01%
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2320
$5K ﹤0.01%
100
2321
$5K ﹤0.01%
+6
2322
$5K ﹤0.01%
560
2323
$5K ﹤0.01%
250
2324
$5K ﹤0.01%
138
-5
2325
$5K ﹤0.01%
99
+30
91 92
93
94 95