PIM
Parker Investment Management Portfolio holdings
AUM
$653M
This Quarter Return
+3.03%
1 Year Return
+22.22%
3 Year Return
+123.9%
5 Year Return
+207.69%
10 Year Return
–
AUM
$328M
AUM Growth
+$328M
(+1.4%)
Cap. Flow
-$3.2M
Cap. Flow
% of AUM
-0.98%
Top 10 Holdings %
Top 10 Hldgs %
85.23%
Holding
42
New
6
Increased
11
Reduced
12
Closed
7
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$21.3M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$8M |
| 3 |
Mastercard
MA
|
$5.22M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$2.99M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$2.47M |
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
$16.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
$15.3M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$11.8M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$624K |
| 5 |
Alphabet (Google) Class C
GOOG
|
$553K |
Sector Composition
| 1 | Communication Services | 9.23% |
| 2 | Financials | 2.28% |
| 3 | Technology | 1.16% |
| 4 | Consumer Discretionary | 0.83% |
| 5 | Consumer Staples | 0.23% |
