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
$485M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$65.9M
2 +$17M
3 +$3.8M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.34M
5
AAPL icon
Apple
AAPL
+$520K

Top Sells

1 +$86.7M
2 +$1.92M
3 +$720K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$473K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$400K

Sector Composition

1 Communication Services 13.83%
2 Technology 6.66%
3 Consumer Discretionary 0.7%
4 Financials 0.38%
5 Materials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,933
27
-2,282,719