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
$500M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$33.3M
3
+$22.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.44M
5
AVGO icon
Broadcom
AVGO
+$2.68M

Top Sells

1
+$49.5M
2
+$35.7M
3
+$27.7M
4
NVDA icon
NVIDIA
NVDA
+$688K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$497K

Sector Composition

1 Communication Services 18.07%
2 Technology 7.47%
3 Financials 0.39%
4 Consumer Discretionary 0.35%
5 Healthcare 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$278K 0.05%
3,656
27
$261K 0.05%
12,241
28
$242K 0.05%
821
29
$235K 0.04%
+1,010
30
$225K 0.04%
1,505
31
– –
-2,565
32
– –
-423,136
1
2