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
$495M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$18.1M
3
+$4.78M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.21M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.2M

Top Sells

1
+$38M
2
+$11.4M
3
+$5.63M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.57M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.13M

Sector Composition

1 Communication Services 9.68%
2 Consumer Discretionary 8.88%
3 Technology 4.12%
4 Healthcare 1.02%
5 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.18%
+4,548
27
$1M 0.17%
1,003
28
$848K 0.15%
+7,768
29
$576K 0.1%
+2,588
30
$561K 0.1%
1,121
31
$511K 0.09%
2,410
32
$451K 0.08%
+4,839
33
$397K 0.07%
3,387
-3,386
34
$307K 0.05%
821
-37
35
$294K 0.05%
868
36
$292K 0.05%
+6,688
37
$249K 0.04%
1,032
38
$232K 0.04%
+1,445
39
– –
-12,322
40
– –
-40,220
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