PIM

Parker Investment Management Portfolio holdings

AUM $653M
1-Year Est. Return 22.22%
This Quarter Est. Return
1 Year Est. Return
+22.22%
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 +$8.74M
2 +$4.51M
3 +$938K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$908K
5
CRM icon
Salesforce
CRM
+$716K

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