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

Top Buys

1
+$50.2M
2
+$28.2M
3
+$9.37M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.41M
5
MSFT icon
Microsoft
MSFT
+$656K

Top Sells

1
+$95.6M
2
+$2.53M
3
+$1.54M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.02M
5
AAPL icon
Apple
AAPL
+$481K

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
1
2