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
$385M
AUM Growth
+$79.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$106M
2 +$21.6M
3 +$17M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$378K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$288K

Top Sells

1 +$24.3M
2 +$10.4M
3 +$9.2M
4
TSLA icon
Tesla
TSLA
+$4.71M
5
AMZN icon
Amazon
AMZN
+$2.16M

Sector Composition

1 Communication Services 13.06%
2 Technology 4.84%
3 Consumer Discretionary 0.79%
4 Financials 0.51%
5 Healthcare 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$231K 0.06%
+748
27
-7,450
28
-24,020
29
-485,311
30
-305,093