PIM
Parker Investment Management Portfolio holdings
AUM
$653M
1-Year Est. Return
22.22%
1 Year Est. Return
+22.22%
AUM
$560M
AUM Growth
-$82M
(-13%)
Holding
35
Top Buys
| 1 | +$42.4M | |
| 2 | +$39.7M | |
| 3 | +$19.6M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$459K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$292K |
Top Sells
| 1 | +$32.6M | |
| 2 | +$21.6M | |
| 3 | +$14.1M | |
| 4 |
GE Vernova
GEV
|
+$14.1M |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$12.8M |
Sector Composition
| 1 | Communication Services | 12.21% |
| 2 | Technology | 10.35% |
| 3 | Financials | 3.96% |
| 4 | Healthcare | 0.94% |
| 5 | Consumer Discretionary | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 1000 Growth ETF
IWF
$125B
| $296K | 0.05% |
821
|
|
||
|
27
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $292K | 0.05% |
+4,998
|
|
||
28
Tesla
TSLA
$1.44T
| $284K | 0.05% |
1,097
-510
|
|
||
29
Vanguard Growth ETF
VUG
$199B
| $222K | 0.04% |
598
|
|
||
30
Applied Materials
AMAT
$182B
| $218K | 0.04% |
1,500
|
|
||
31
Vanguard Value ETF
VTV
$149B
| $216K | 0.04% |
+1,251
|
|
||
32
SPDR S&P MidCap 400 ETF Trust
MDY
$24.3B
| – | – |
-530
|
|
||
|
33
The Communication Services Select Sector SPDR Fund
XLC
$27.6B
| – | – |
-132,453
|
|
||
34
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.4B
| – | – |
-31,160
|
|
||
|
35
GE Vernova
GEV
$159B
| – | – |
-42,773
|
|