PIM

Parker Investment Management Portfolio holdings

AUM $703M
1-Year Est. Return 46.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.5%
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
+$24.8M
2
+$16.1M
3
+$9.2M
4
NVDA icon
NVIDIA
NVDA
+$4.1M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.07M

Top Sells

1
+$55.3M
2
+$1.31M
3
+$1.03M
4
WTM icon
White Mountains Insurance
WTM
+$480K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$475K

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 0.09%
5,440
-141
27
$502K 0.09%
6,285
+115
28
$366K 0.06%
+3,722
29
$360K 0.06%
839
+10
30
$301K 0.05%
+5,714
31
$283K 0.05%
1,032
32
$263K 0.04%
2,930
33
$251K 0.04%
788
34
$222K 0.04%
2,159
35
$209K 0.04%
+1,236
36
– –
-1,500
37
– –
-4,564
38
– –
-10,420
39
– –
-7,020
1
2