PIM
Parker Investment Management Portfolio holdings
AUM
$653M
This Quarter Return
+1.79%
1 Year Return
+22.22%
3 Year Return
+123.9%
5 Year Return
+207.69%
10 Year Return
–
AUM
$266M
AUM Growth
–
Cap. Flow
+$266M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
83.68%
Holding
34
New
34
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$60.9M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$29.4M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$24M |
| 4 |
iShares Select Dividend ETF
DVY
|
$20.6M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$19.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 9.7% |
| 2 | Technology | 1.3% |
| 3 | Healthcare | 0.96% |
| 4 | Financials | 0.34% |
| 5 | Consumer Staples | 0.23% |
