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
$586M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$17.7M
3
+$8.88M
4
NVDA icon
NVIDIA
NVDA
+$4.09M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.05M

Top Sells

1
+$53.7M
2
+$1.25M
3
+$1.03M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$463K
5
INDA icon
iShares MSCI India ETF
INDA
+$461K

Sector Composition

1 Communication Services 14.21%
2 Consumer Discretionary 9.35%
3 Technology 4.81%
4 Healthcare 0.51%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$532K 0.03%
5,440
-141
27
$502K 0.03%
6,285
+115
28
$366K 0.02%
+3,722
29
$360K 0.02%
839
+10
30
$301K 0.02%
+5,714
31
$283K 0.02%
1,032
32
$263K 0.02%
1,465
33
$251K 0.02%
788
34
$222K 0.01%
2,159
35
$209K 0.01%
+1,236
36
– –
-1,500
37
– –
-4,564
38
– –
-10,420
39
– –
-7,020
1
2