PIM
Parker Investment Management Portfolio holdings
AUM
$653M
1-Year Est. Return
22.22%
1 Year Est. Return
+22.22%
AUM
$653M
AUM Growth
+$92.9M
(+17%)
Holding
40
Top Buys
| 1 | +$67.8M | |
| 2 | +$20.6M | |
| 3 | +$19.3M | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$15.9M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$12.6M |
Top Sells
| 1 | +$84.2M | |
| 2 | +$35.9M | |
| 3 | +$19.6M | |
| 4 |
Eli Lilly
LLY
|
+$2.5M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$2.2M |
Sector Composition
| 1 | Technology | 12.49% |
| 2 | Communication Services | 11.78% |
| 3 | Financials | 0.36% |
| 4 | Healthcare | 0.36% |
| 5 | Consumer Discretionary | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
White Mountains Insurance
WTM
$4.93B
| $898K | 0.13% |
500
|
|
||
27
Amazon
AMZN
$2.39T
| $608K | 0.09% |
2,769
+112
|
|
||
28
Vanguard Total Stock Market ETF
VTI
$553B
| $585K | 0.08% |
1,925
|
|
||
29
iShares Select Dividend ETF
DVY
$21B
| $511K | 0.07% |
+3,850
|
|
||
30
SPDR Gold Trust
GLD
$131B
| $415K | 0.06% |
1,362
|
|
||
31
iShares Russell 1000 Growth ETF
IWF
$125B
| $349K | 0.05% |
821
|
|
||
32
Applied Materials
AMAT
$182B
| $275K | 0.04% |
1,500
|
|
||
33
Netflix
NFLX
$465B
| $268K | 0.04% |
+200
|
|
||
34
Vanguard Growth ETF
VUG
$199B
| $262K | 0.04% |
598
|
|
||
35
Tesla
TSLA
$1.44T
| $254K | 0.04% |
800
-297
|
|
||
36
Meta Platforms (Facebook)
META
$1.85T
| $240K | 0.03% |
325
-964
|
|
||
37
abrdn Physical Gold Shares ETF
SGOL
$6.64B
| $208K | 0.03% |
+6,595
|
|
||
38
Berkshire Hathaway Class B
BRK.B
$1.06T
| – | – |
-36,756
|
|
||
39
iShares Core S&P Mid-Cap ETF
IJH
$101B
| – | – |
-4,998
|
|
||
40
Vanguard Value ETF
VTV
$149B
| – | – |
-1,251
|
|