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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
$1.53B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,871
New
Increased
Reduced
Closed

Top Buys

1
+$32M
2
+$19M
3
+$18.8M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$18.1M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$8.38M

Top Sells

1
+$30.2M
2
+$10.6M
3
+$9.81M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.72M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.55M

Sector Composition

1 Technology 14.34%
2 Financials 9.11%
3 Healthcare 5.87%
4 Consumer Discretionary 4.83%
5 Communication Services 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2326
$1K ﹤0.01%
+48
2327
$1K ﹤0.01%
115
+12
2328
$1K ﹤0.01%
+116
2329
$1K ﹤0.01%
53
-56
2330
$1K ﹤0.01%
41
-769
2331
$1K ﹤0.01%
96
-1,252
2332
$1K ﹤0.01%
20
2333
$1K ﹤0.01%
12
+2
2334
$1K ﹤0.01%
4
-6
2335
$1K ﹤0.01%
99
2336
$1K ﹤0.01%
+45
2337
$1K ﹤0.01%
136
2338
$1K ﹤0.01%
38
2339
$1K ﹤0.01%
34
-1,106
2340
$1K ﹤0.01%
119
+41
2341
$1K ﹤0.01%
172
+83
2342
$1K ﹤0.01%
16
2343
$1K ﹤0.01%
21
-172
2344
$1K ﹤0.01%
106
-439
2345
$1K ﹤0.01%
284
2346
$1K ﹤0.01%
193
2347
$1K ﹤0.01%
+100
2348
$1K ﹤0.01%
35
+30
2349
$1K ﹤0.01%
+36
2350
$1K ﹤0.01%
287
+37
92 93
94
95 96