PIM

Profit Investment Management Portfolio holdings

AUM $79.5M
1-Year Est. Return 19.18%
This Quarter Est. Return
1 Year Est. Return
+19.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.44M
AUM Growth
-$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$17.4K
2
+$16.8K
3
+$15K
4
ABBV icon
AbbVie
ABBV
+$7.64K
5
GS icon
Goldman Sachs
GS
+$7.07K

Top Sells

1
+$37.4M
2
+$29M
3
+$3.51M
4
PFE icon
Pfizer
PFE
+$2.29M
5
AMZN icon
Amazon
AMZN
+$1.53M

Sector Composition

1 Healthcare 24.84%
2 Technology 20.34%
3 Financials 10.9%
4 Consumer Staples 10.89%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$36K 1.48%
511,708
-25,506
27
$36K 1.48%
717,038
-39,210
28
$35.4K 1.45%
1,505,735
-57,735
29
$35K 1.43%
592,125
-33,297
30
$34.8K 1.43%
778,378
+170,762
31
$34.2K 1.4%
446,828
+91,393
32
$33.4K 1.37%
808,597
+164,410
33
$33.4K 1.37%
1,307,690
-31,130
34
$33.1K 1.36%
773,502
-44,039
35
$32.8K 1.34%
1,431,045
-67,670
36
$31.6K 1.29%
199,647
+44,655
37
$31.5K 1.29%
492,449
-23,866
38
$30.6K 1.26%
306,918
-14,905
39
$30.6K 1.25%
921,916
-45,921
40
$30.4K 1.25%
47,220
41
$28K 1.15%
1,132,368
-57,226
42
$27.3K 1.12%
491,067
-22,409
43
$26.9K 1.1%
829,156
-42,652
44
$25.5K 1.05%
460,808
-24,734
45
$24.4K 1%
218,221
-10,568
46
$22.4K 0.92%
399,034
-23,280
47
$18.6K 0.76%
312,115
+282,955
48
$17.9K 0.74%
290,415
-11,838
49
$17.4K 0.71%
+743,585
50
$14.9K 0.61%
221,270
-660
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