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
2451
$4K ﹤0.01%
111
2452
$4K ﹤0.01%
266
2453
$4K ﹤0.01%
315
2454
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98
2455
$4K ﹤0.01%
219
-621
2456
$4K ﹤0.01%
1,224
-1,010
2457
$4K ﹤0.01%
215
2458
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+194
2459
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233
+77
2460
$4K ﹤0.01%
139
+8
2461
$4K ﹤0.01%
17
+2
2462
$4K ﹤0.01%
75
2463
$4K ﹤0.01%
+579
2464
$4K ﹤0.01%
113
-700
2465
$4K ﹤0.01%
83
2466
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253
2467
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154
-106
2468
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87
-8
2469
$4K ﹤0.01%
30
2470
$4K ﹤0.01%
624
-2,130
2471
$4K ﹤0.01%
49
2472
$4K ﹤0.01%
+220
2473
$4K ﹤0.01%
37
+29
2474
$4K ﹤0.01%
86
+17
2475
$4K ﹤0.01%
130
+32
97 98
99
100 101