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%
101
+14
2302
$6K ﹤0.01%
36
2303
$6K ﹤0.01%
48
-12
2304
$5K ﹤0.01%
188
+186
2305
$5K ﹤0.01%
+106
2306
$5K ﹤0.01%
86
+75
2307
$5K ﹤0.01%
+409
2308
$5K ﹤0.01%
525
-98
2309
$5K ﹤0.01%
+20
2310
$5K ﹤0.01%
72
+22
2311
$5K ﹤0.01%
99
+1
2312
$5K ﹤0.01%
199
+59
2313
$5K ﹤0.01%
32
-40
2314
$5K ﹤0.01%
216
+104
2315
$5K ﹤0.01%
240
+156
2316
$5K ﹤0.01%
51
2317
$5K ﹤0.01%
337
2318
$5K ﹤0.01%
+123
2319
$5K ﹤0.01%
+2,545
2320
$5K ﹤0.01%
+242
2321
$5K ﹤0.01%
111
+109
2322
$5K ﹤0.01%
355
2323
$5K ﹤0.01%
34
2324
$5K ﹤0.01%
138
+49
2325
$5K ﹤0.01%
297
91 92
93
94 95