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
$435M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$86.7M
2
+$72.3M
3
+$1.89M
4
PPLT icon
abrdn Physical Platinum Shares ETF
PPLT
+$431K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$400K

Top Sells

1
+$106M
2
+$21.6M
3
+$14.5M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.85M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.31M

Sector Composition

1 Communication Services 13.41%
2 Technology 5.28%
3 Consumer Discretionary 0.97%
4 Financials 0.4%
5 Materials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-748
27
– –
-2,190,825
28
– –
-3,998
29
– –
-1,988
30
– –
-556,177
31
– –
-3,441
32
– –
-1,285
33
– –
-35,679
1
2