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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
$733M
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$41.5M
2
+$38.8M
3
+$13.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.82M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.71M

Top Sells

1
+$42.8M
2
+$20.6M
3
+$19.3M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$13.8M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$12.6M

Sector Composition

1 Technology 14.91%
2 Communication Services 14.62%
3 Financials 0.32%
4 Healthcare 0.28%
5 Consumer Discretionary 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$113M 15.45%
188,560
-1,720
2
$91.4M 12.47%
466,621
-234,096
3
$83.6M 11.41%
593,200
-30,120
4
$65.8M 8.98%
352,919
+79,374
5
$63.6M 8.68%
95,039
+2,825
6
$54.5M 7.44%
224,311
+8,167
7
$52.7M 7.19%
+689,839
8
$51.9M 7.09%
213,274
-2,383
9
$50.7M 6.92%
697,387
+594,506
10
$32M 4.37%
87,533
-421
11
$17M 2.32%
32,827
-782
12
$13.5M 1.84%
74,103
-1,126
13
$8.52M 1.16%
25,835
14
$6.43M 0.88%
10,505
-2,695
15
$5.93M 0.81%
8,908
-277
16
$4.27M 0.58%
45,752
-5,112
17
$2.73M 0.37%
22,526
-118,812
18
$2.59M 0.35%
18,284
+873
19
$1.81M 0.25%
7,112
-1,600
20
$1.51M 0.21%
2
21
$1.36M 0.19%
5,291
-2,038
22
$1.2M 0.16%
1,573
-246
23
$836K 0.11%
500
24
$831K 0.11%
107,451
+2,000
25
$744K 0.1%
2,266
+341
1
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