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
$2.21B
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$24.1M
3
+$22.7M
4
AAPL icon
Apple
AAPL
+$18M
5
MSFT icon
Microsoft
MSFT
+$17.5M

Top Sells

1
+$31.1M
2
+$24.7M
3
+$18.3M
4
UPS icon
United Parcel Service
UPS
+$16.9M
5
ABBV icon
AbbVie
ABBV
+$10.4M

Sector Composition

1 Technology 23.39%
2 Industrials 15.51%
3 Financials 13.49%
4 Healthcare 13.18%
5 Consumer Discretionary 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$36.3M 1.64%
590,123
-138,240
27
$36M 1.63%
724,263
-100
28
$35.7M 1.61%
511,528
-102,950
29
$35.4M 1.6%
411,433
-40
30
$34.5M 1.56%
924,385
31
$34.1M 1.54%
672,688
-110
32
$33.5M 1.51%
476,675
-55
33
$32.6M 1.47%
667,192
-64,645
34
$32.3M 1.46%
521,533
-134,720
35
$31.6M 1.43%
560,214
-43
36
$31.3M 1.42%
+384,075
37
$29.2M 1.32%
1,737,020
+39,100
38
$29.2M 1.32%
1,166,070
39
$27.3M 1.23%
1,217,450
-90
40
$26.9M 1.21%
782,436
+10,800
41
$26.1M 1.18%
507,705
-202,340
42
$25.4M 1.15%
205,771
-20
43
$24.1M 1.09%
+413,686
44
$23.9M 1.08%
294,370
-35
45
$23M 1.04%
236,081
-173,650
46
$22.7M 1.03%
+182,330
47
$16.3M 0.74%
+374,690
48
$10.6M 0.48%
295,880
-68,840
49
$8.92M 0.4%
161,230
50
$8.53M 0.39%
102,455
1
2
3 4 5