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
$641M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$15M
3
+$6.01M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$983K
5
PLTR icon
Palantir
PLTR
+$269K

Top Sells

1
+$56.6M
2
+$21.1M
3
+$7.47M
4
NVDA icon
NVIDIA
NVDA
+$5.62M
5
AMZN icon
Amazon
AMZN
+$3.54M

Sector Composition

1 Communication Services 16.39%
2 Consumer Discretionary 6.15%
3 Technology 5.41%
4 Healthcare 0.37%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$403K 0.06%
3,769
+47
27
$398K 0.06%
839
28
$376K 0.06%
3,553
-1,887
29
$346K 0.05%
2,823
-6,324
30
$315K 0.05%
1,032
31
$311K 0.05%
2,159
32
$300K 0.05%
1,465
33
$236K 0.04%
+1,500
34
$227K 0.04%
+3,850
35
$208K 0.03%
788
36
– –
-5,714
37
– –
-1,236
38
– –
-6,429
39
– –
0
1
2