PIM
Parker Investment Management Portfolio holdings
AUM
$653M
This Quarter Return
+15.32%
1 Year Return
+22.22%
3 Year Return
+123.9%
5 Year Return
+207.69%
10 Year Return
–
AUM
$495M
AUM Growth
+$495M
(+13%)
Cap. Flow
+$4.35M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
81.12%
Holding
40
New
14
Increased
2
Reduced
16
Closed
2
Top Buys
| 1 |
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
|
$25.6M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$18.1M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$10.1M |
| 4 |
Teladoc Health
TDOC
|
$4.78M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$4.21M |
Top Sells
| 1 |
Microsoft
MSFT
|
$38M |
| 2 |
ARK Innovation ETF
ARKK
|
$11.4M |
| 3 |
LVGO
Livongo Health, Inc. Common Stock
LVGO
|
$5.63M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$3.57M |
| 5 |
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% |
