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
$327M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$4.39M
3
+$940K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$881K
5
CRM icon
Salesforce
CRM
+$668K

Top Sells

1
+$4.52M
2
+$459K
3
+$450K
4
ROBO icon
ROBO Global Robotics & Automation Index ETF
ROBO
+$202K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$115K

Sector Composition

1 Communication Services 11.67%
2 Consumer Discretionary 3.28%
3 Technology 1.79%
4 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$203K 0.06%
+1,262
27
– –
0
28
– –
-5,072
29
– –
-91,178
1
2