PIM

Parker Investment Management Portfolio holdings

AUM $733M
1-Year Est. Return 39.92%
This Quarter Est. Return
1 Year Est. Return
+39.92%
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
+$51.7M
2
+$45.5M
3
+$11.5M
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$5.17M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$242K

Top Sells

1
+$77.6M
2
+$20.8M
3
+$15M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.42M
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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-5,688
28
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-313,539
29
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-27,569
30
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-768
31
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-24,062
32
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-2,777
33
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-2,159
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
– –
-253,164
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