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
$200M
AUM Growth
+$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$24.2K
3
+$22.3K
4
CRM icon
Salesforce
CRM
+$1.56K
5
AAPL icon
Apple
AAPL
+$1.3K

Top Sells

1
+$1.82M
2
+$532K
3
+$381K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$326K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$216K

Sector Composition

1 Communication Services 15.42%
2 Technology 1.96%
3 Financials 0.4%
4 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.6M 26.85%
220,086
-2,185
2
$35.2M 17.66%
256,078
+16,665
3
$25.8M 12.9%
740,205
-3,530
4
$22.5M 11.25%
410,437
-427
5
$15.7M 7.87%
337,680
+520
6
$13.8M 6.9%
302,920
7
$13.2M 6.62%
97,592
-2,407
8
$6.58M 3.3%
73,458
-1,773
9
$4.32M 2.16%
41,148
-3,629
10
$3.2M 1.61%
88,976
+36
11
$1.32M 0.66%
18,840
-3,076
12
$1.3M 0.65%
8,629
13
$808K 0.4%
930
14
$698K 0.35%
8,064
+18
15
$497K 0.25%
6,698
-164
16
$462K 0.23%
9,438
+455
17
$226K 0.11%
4,967
18
$222K 0.11%
9,006
19
$219K 0.11%
3,220
20
– –
-26,732