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
$433M
AUM Growth
-$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$46.5M
3
+$12.4M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$5.57M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$263K

Top Sells

1
+$89.3M
2
+$20.8M
3
+$17.7M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.04M
5
SLV icon
iShares Silver Trust
SLV
+$5.79M

Sector Composition

1 Communication Services 28.73%
2 Technology 4.85%
3 Consumer Discretionary 2.48%
4 Financials 0.4%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$204K 0.05%
748
-284,508
27
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28
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-253,164
29
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-5,688
30
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-313,539
31
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-27,569
32
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-768
33
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-24,062
34
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-1,776
35
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-218,925
36
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-9,353
37
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-2,400
38
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-821
39
– –
-2,777
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