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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
2351
$1K ﹤0.01%
123
-28
2352
$1K ﹤0.01%
175
2353
$1K ﹤0.01%
+214
2354
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263
+245
2355
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134
2356
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196
+36
2357
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103
2358
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+63
2359
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+165
2360
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29
+17
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$1K ﹤0.01%
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2362
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+3
2363
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33
2364
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84
-77
2365
$1K ﹤0.01%
+58
2366
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50
2367
$1K ﹤0.01%
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2368
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2369
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278
+67
2370
$1K ﹤0.01%
61
2371
$1K ﹤0.01%
35
-5
2372
$1K ﹤0.01%
70
2373
$1K ﹤0.01%
118
2374
$1K ﹤0.01%
142
+77
2375
$1K ﹤0.01%
+114
93 94
95
96 97