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
$265M
AUM Growth
-$62.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$63.2M
2
+$17.3M
3
+$15.8M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$7.91M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.89M

Top Sells

1
+$51.1M
2
+$41.7M
3
+$27M
4
AMZN icon
Amazon
AMZN
+$6.79M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.78M

Sector Composition

1 Communication Services 12.21%
2 Technology 1.27%
3 Consumer Discretionary 0.57%
4 Financials 0.56%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$215K 0.08%
9,006
27
$208K 0.08%
4,967
28
$207K 0.08%
3,220
29
– –
-1,691
30
– –
-8,330
31
– –
-23,814
32
– –
-226,730
33
– –
0
34
– –
-5,760
35
– –
-2,131
36
– –
-1,262
37
– –
-356,064
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