PIM

Partner Investment Management Portfolio holdings

AUM $13.9M
1-Year Est. Return 55.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+55.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72M
AUM Growth
+$691K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$2.36M
2
+$2.19M
3
+$1.84M
4
CRM icon
Salesforce
CRM
+$1.69M
5
DIS icon
Walt Disney
DIS
+$1.65M

Top Sells

1
+$1.9M
2
+$1.43M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$1.09M
5
LYV icon
Live Nation Entertainment
LYV
+$1.03M

Sector Composition

1 Healthcare 56.98%
2 Technology 18.35%
3 Communication Services 8.82%
4 Consumer Discretionary 6.87%
5 Financials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.78M 6.63%
28,517
+17,012
2
$2.74M 3.8%
16,171
+10,651
3
$2.73M 3.79%
10,284
+2,997
4
$2.59M 3.59%
17,052
+10,809
5
$2.52M 3.5%
22,051
+2,450
6
$2.19M 3.05%
+25,610
7
$2.05M 2.85%
7,199
+1,333
8
$1.94M 2.69%
44,712
-17,510
9
$1.74M 2.41%
+12,429
10
$1.72M 2.39%
15,009
-558
11
$1.65M 2.29%
+20,617
12
$1.64M 2.28%
23,385
-9,153
13
$1.62M 2.25%
7,867
-3,740
14
$1.61M 2.24%
6,163
-1,488
15
$1.56M 2.17%
11,560
+5,824
16
$1.53M 2.13%
9,542
+5,193
17
$1.43M 1.98%
+21,102
18
$1.41M 1.95%
22,848
+2,697
19
$1.4M 1.95%
10,475
+1,497
20
$1.39M 1.92%
8,660
+516
21
$1.29M 1.8%
+37,074
22
$1.26M 1.75%
4,990
-509
23
$1.22M 1.7%
33,310
+6,000
24
$1.2M 1.67%
36,859
-15,448
25
$1.18M 1.64%
8,644
+4,834
1
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