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
2326
$5K ﹤0.01%
195
+160
2327
$5K ﹤0.01%
52
+2
2328
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625
+384
2329
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+333
2330
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+106
2331
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2332
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320
2333
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434
+334
2334
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+63
2335
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2336
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-29
2337
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2338
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2339
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265
2340
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95
+14
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2342
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2343
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270
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2344
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2345
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137
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2346
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+46
2347
$5K ﹤0.01%
219
-142
2348
$5K ﹤0.01%
71
+1
2349
$5K ﹤0.01%
+118
2350
$5K ﹤0.01%
62
-31
92 93
94
95 96