PIM

Parker Investment Management Portfolio holdings

AUM $703M
1-Year Est. Return 46.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.5%
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
+$59.9M
2
+$15.3M
3
+$2.98M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.12M
5
SBSW icon
Sibanye-Stillwater
SBSW
+$539K

Top Sells

1
+$86.7M
2
+$1.47M
3
+$681K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$455K
5
HDV
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
1
2