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
2401
$4K ﹤0.01%
73
-14
2402
$4K ﹤0.01%
130
2403
$4K ﹤0.01%
44
+11
2404
$4K ﹤0.01%
+172
2405
$4K ﹤0.01%
506
2406
$4K ﹤0.01%
80
2407
$4K ﹤0.01%
103
-12
2408
$4K ﹤0.01%
47
2409
$4K ﹤0.01%
225
-792
2410
$4K ﹤0.01%
300
2411
$4K ﹤0.01%
84
+7
2412
$4K ﹤0.01%
86
2413
$4K ﹤0.01%
812
+97
2414
$4K ﹤0.01%
72
2415
$4K ﹤0.01%
+184
2416
$4K ﹤0.01%
28
2417
$4K ﹤0.01%
150
2418
$4K ﹤0.01%
208
+178
2419
$4K ﹤0.01%
8
2420
$4K ﹤0.01%
64
+58
2421
$4K ﹤0.01%
98
+18
2422
$4K ﹤0.01%
62
2423
$4K ﹤0.01%
44
+17
2424
$4K ﹤0.01%
100
2425
$4K ﹤0.01%
+92
95 96
97
98 99