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
$642M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14.1M
3
+$12.6M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.99M
5
IYW icon
iShares US Technology ETF
IYW
+$963K

Top Sells

1
+$25.7M
2
+$19M
3
+$11.4M
4
NVDA icon
NVIDIA
NVDA
+$4.4M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.8M

Sector Composition

1 Communication Services 15.64%
2 Technology 14.85%
3 Industrials 2.19%
4 Healthcare 0.83%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$435K 0.07%
1,499
+3
27
$330K 0.05%
821
28
$302K 0.05%
+530
29
$290K 0.05%
5,856
-518,279
30
$289K 0.05%
493
-15
31
$245K 0.04%
598
32
$244K 0.04%
1,500
-5
33
– –
-3,980
1
2