PIM
Parker Investment Management Portfolio holdings
AUM
$653M
This Quarter Return
+3.69%
1 Year Return
+22.22%
3 Year Return
+123.9%
5 Year Return
+207.69%
10 Year Return
–
AUM
$200M
AUM Growth
+$200M
(+2.9%)
Cap. Flow
-$1.24M
Cap. Flow
% of AUM
-0.62%
Top 10 Holdings %
Top 10 Hldgs %
97.12%
Holding
20
New
–
Increased
5
Reduced
8
Closed
1
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$2.29M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$24.2K |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$22.3K |
| 4 |
Salesforce
CRM
|
$1.56K |
| 5 |
Apple
AAPL
|
$1.3K |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$1.82M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$532K |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$381K |
| 4 |
iShares Russell 1000 ETF
IWB
|
$326K |
| 5 |
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% |
