PA

Parallel Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.69B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,508
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$14.8M
3
+$14.3M
4
PAYO icon
Payoneer
PAYO
+$13.7M
5
DOCS icon
Doximity
DOCS
+$13M

Top Sells

1
+$17.7M
2
+$15.8M
3
+$15.5M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$10.4M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.96M

Sector Composition

1 Technology 16.85%
2 Financials 7.23%
3 Healthcare 6.36%
4 Consumer Discretionary 5.57%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$6K ﹤0.01%
22
+6
2352
$6K ﹤0.01%
140
+61
2353
$6K ﹤0.01%
541
+8
2354
$6K ﹤0.01%
5,000
-653
2355
$6K ﹤0.01%
196
+12
2356
$6K ﹤0.01%
557
-110
2357
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740
-109
2358
$6K ﹤0.01%
701
+172
2359
$5K ﹤0.01%
200
2360
$5K ﹤0.01%
86
2361
$5K ﹤0.01%
56
+33
2362
$5K ﹤0.01%
305
+8
2363
$5K ﹤0.01%
13
+5
2364
$5K ﹤0.01%
108
+10
2365
$5K ﹤0.01%
+699
2366
$5K ﹤0.01%
92
2367
$5K ﹤0.01%
625
2368
$5K ﹤0.01%
76
+73
2369
$5K ﹤0.01%
+81
2370
$5K ﹤0.01%
48
-23
2371
$5K ﹤0.01%
+211
2372
$5K ﹤0.01%
4,000
2373
$5K ﹤0.01%
50
2374
$5K ﹤0.01%
135
2375
$5K ﹤0.01%
233
-651
93 94
95
96 97