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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
2376
$1K ﹤0.01%
+116
2377
$1K ﹤0.01%
44
-4
2378
$1K ﹤0.01%
55
2379
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50
2380
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2381
$1K ﹤0.01%
136
2382
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126
-147
2383
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47
-621
2384
$1K ﹤0.01%
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2385
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24
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$1K ﹤0.01%
31
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2388
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2389
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+27
2390
$1K ﹤0.01%
32
-97
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$1K ﹤0.01%
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2392
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2393
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+134
2394
$1K ﹤0.01%
1,570
+570
2395
$1K ﹤0.01%
249
2396
$1K ﹤0.01%
5
-7
2397
$1K ﹤0.01%
+103
2398
$1K ﹤0.01%
24
-117
2399
$1K ﹤0.01%
90
-300
2400
$1K ﹤0.01%
45
-108
94 95
96
97 98