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PIM

Parker Investment Management Portfolio holdings

AUM $658M
1-Year Est. Return 52.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$16.2M
3
+$4.86M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.12M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.11M

Top Sells

1
+$36.7M
2
+$9.95M
3
+$5.63M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.34M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.94M

Sector Composition

1 Communication Services 9.68%
2 Consumer Discretionary 8.88%
3 Technology 4.12%
4 Healthcare 1.02%
5 Financials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$148M 29.85%
470,937
-7,704
2
$46.2M 9.33%
123,079
-497
3
$45.7M 9.22%
702,368
-48,204
4
$35.2M 7.12%
216,440
-11,080
5
$25.6M 5.17%
+364,236
6
$25.1M 5.08%
286,740
-3,580
7
$22.8M 4.6%
260,000
-2,120
8
$18.8M 3.79%
88,513
-326
9
$18.1M 3.66%
+92,520
10
$16.3M 3.3%
158,757
-1,552
11
$14.5M 2.93%
65,168
-170,891
12
$13.5M 2.74%
212,274
-2,142
13
$11.3M 2.29%
185,789
-1,313
14
$9.51M 1.92%
134,255
-50,440
15
$7.67M 1.55%
32,607
-8,244
16
$5.07M 1.02%
40,688
-91,796
17
$4.78M 0.96%
+23,883
18
$4.21M 0.85%
+36,338
19
$4.2M 0.85%
+48,114
20
$3.23M 0.65%
24,343
+165
21
$3.17M 0.64%
+25,116
22
$1.94M 0.39%
30,893
-31,568
23
$1.25M 0.25%
+44,348
24
$1.23M 0.25%
94,120
25
$1.06M 0.22%
+9,319
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