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
$618M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$54.5M
2 +$26M
3 +$20.7M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$468K
5
TDOC icon
Teladoc Health
TDOC
+$308K

Top Sells

1 +$80.6M
2 +$12.3M
3 +$6M
4
NVDA icon
NVIDIA
NVDA
+$5.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.6M

Sector Composition

1 Technology 14.41%
2 Communication Services 11.94%
3 Healthcare 0.85%
4 Financials 0.37%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$308K 0.05%
821
27
$304K 0.05%
1,505
28
$291K 0.05%
508
29
$251K 0.04%
2,782
30
$230K 0.04%
598
-76