PIM

Parker Investment Management Portfolio holdings

AUM $703M
1-Year Est. Return 46.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$19.1M
3
+$16.3M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$13.5M
5
AMZN icon
Amazon
AMZN
+$629K

Top Sells

1
+$22.1M
2
+$12M
3
+$7.63M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.61M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.43M

Sector Composition

1 Communication Services 12.45%
2 Technology 1.49%
3 Financials 0.27%
4 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-5,182
27
– –
-18,086
1
2