PIM
Parker Investment Management Portfolio holdings
AUM
$653M
This Quarter Return
-19.16%
1 Year Return
+22.22%
3 Year Return
+123.9%
5 Year Return
+207.69%
10 Year Return
–
AUM
$433M
AUM Growth
+$433M
(-26%)
Cap. Flow
-$14.9M
Cap. Flow
% of AUM
-3.45%
Top 10 Holdings %
Top 10 Hldgs %
94.99%
Holding
39
New
3
Increased
6
Reduced
10
Closed
13
Top Buys
| 1 |
Vanguard S&P 500 Growth ETF
VOOG
|
$51.7M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$45.5M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$11.5M |
| 4 |
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
$5.17M |
| 5 |
Amazon
AMZN
|
$2.31M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$77.6M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$20.8M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$6.42M |
| 4 |
iShares Silver Trust
SLV
|
$5.79M |
| 5 |
Invesco DB Agriculture Fund
DBA
|
$4.79M |
Sector Composition
| 1 | Communication Services | 28.73% |
| 2 | Technology | 4.85% |
| 3 | Consumer Discretionary | 2.48% |
| 4 | Financials | 0.4% |
| 5 | Healthcare | 0.09% |
