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
$641M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$15M
3
+$6.01M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$983K
5
PLTR icon
Palantir
PLTR
+$269K

Top Sells

1
+$56.6M
2
+$21.1M
3
+$7.47M
4
NVDA icon
NVIDIA
NVDA
+$5.62M
5
AMZN icon
Amazon
AMZN
+$3.54M

Sector Composition

1 Communication Services 16.39%
2 Consumer Discretionary 6.15%
3 Technology 5.41%
4 Healthcare 0.37%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$186M 29.03%
467,730
-142,189
2
$125M 19.48%
1,492,126
+712,505
3
$68.5M 10.68%
472,640
+103,380
4
$59M 9.21%
339,380
-3,927
5
$53.3M 8.32%
111,777
+417
6
$36.6M 5.7%
252,680
-540
7
$27.7M 4.32%
165,940
-21,260
8
$26.3M 4.11%
78,343
+17,860
9
$23.4M 3.65%
88,474
-39
10
$11.7M 1.83%
33,279
-59,841
11
$3.5M 0.55%
22,323
-4,113
12
$2.89M 0.45%
16,295
+84
13
$2.85M 0.45%
97,030
-191,160
14
$2.29M 0.36%
28,366
-92,383
15
$2.15M 0.34%
23,407
16
$983K 0.15%
+25,176
17
$901K 0.14%
2
18
$868K 0.14%
4,803
+888
19
$786K 0.12%
43,144
+14,768
20
$645K 0.1%
1,137
-4
21
$581K 0.09%
573
22
$545K 0.09%
2,412
23
$500K 0.08%
6,285
24
$464K 0.07%
3,424
-5,696
25
$421K 0.07%
1,656
-1,239
1
2