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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
$2.12B
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,028
New
Increased
Reduced
Closed

Top Buys

1
+$63.2M
2
+$17.6M
3
+$17M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.1M
5
PLTR icon
Palantir
PLTR
+$12.8M

Top Sells

1
+$10M
2
+$8.38M
3
+$4.65M
4
VV icon
Vanguard Large-Cap ETF
VV
+$2.49M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.89M

Sector Composition

1 Technology 15.54%
2 Financials 8.09%
3 Healthcare 6.25%
4 Communication Services 5.32%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$2K ﹤0.01%
42
2452
$2K ﹤0.01%
38
+11
2453
$2K ﹤0.01%
20
2454
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45
2455
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+38
2456
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42
2457
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38
2458
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201
2459
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86
+82
2460
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400
+300
2461
$2K ﹤0.01%
+3
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$2K ﹤0.01%
112
2463
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36
2464
$2K ﹤0.01%
63
+31
2465
$2K ﹤0.01%
11
+7
2466
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2467
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2468
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2469
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+22
2470
$2K ﹤0.01%
238
2471
$2K ﹤0.01%
+72
2472
$2K ﹤0.01%
+32
2473
$2K ﹤0.01%
142
2474
$2K ﹤0.01%
214
2475
$2K ﹤0.01%
263
97 98
99
100 101