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
$462M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$48.3M
2 +$27.7M
3 +$9.48M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M
5
MSFT icon
Microsoft
MSFT
+$627K

Top Sells

1 +$91.1M
2 +$2.44M
3 +$1.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$986K
5
AAPL icon
Apple
AAPL
+$449K

Sector Composition

1 Communication Services 17.84%
2 Technology 6.76%
3 Financials 0.42%
4 Consumer Discretionary 0.38%
5 Materials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$218K 0.05%
821
27
$208K 0.05%
1,505