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
2401
$5K ﹤0.01%
50
+13
2402
$5K ﹤0.01%
217
+176
2403
$5K ﹤0.01%
169
+46
2404
$5K ﹤0.01%
158
-135
2405
$5K ﹤0.01%
100
2406
$5K ﹤0.01%
396
+175
2407
$5K ﹤0.01%
16
+15
2408
$5K ﹤0.01%
115
+98
2409
$5K ﹤0.01%
131
-7
2410
$5K ﹤0.01%
219
2411
$5K ﹤0.01%
145
2412
$5K ﹤0.01%
187
+25
2413
$5K ﹤0.01%
+55
2414
$5K ﹤0.01%
+150
2415
$5K ﹤0.01%
49
2416
$5K ﹤0.01%
557
-818
2417
$5K ﹤0.01%
228
+170
2418
$5K ﹤0.01%
325
-872
2419
$5K ﹤0.01%
301
-70
2420
$5K ﹤0.01%
102
-18
2421
$5K ﹤0.01%
82
-26
2422
$5K ﹤0.01%
117
+55
2423
$5K ﹤0.01%
130
2424
$5K ﹤0.01%
+2,500
2425
$5K ﹤0.01%
100
-139
95 96
97
98 99