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
$2.08B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$43.2M
2
+$37.6M
3
+$33M
4
GILD icon
Gilead Sciences
GILD
+$27.2M
5
CMCSA icon
Comcast
CMCSA
+$16.1M

Top Sells

1
+$40.3M
2
+$36.4M
3
+$34.1M
4
MDT icon
Medtronic
MDT
+$28.8M
5
AMZN icon
Amazon
AMZN
+$28.1M

Sector Composition

1 Technology 24.54%
2 Financials 13.22%
3 Consumer Discretionary 12.79%
4 Healthcare 12.56%
5 Industrials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$38.1M 1.83%
227,842
-14,610
27
$37.6M 1.8%
+1,019,095
28
$36.8M 1.77%
549,423
-31,583
29
$35.9M 1.72%
683,798
-40,465
30
$34.2M 1.64%
466,125
-101,915
31
$33.4M 1.6%
405,134
-71,541
32
$33.2M 1.59%
861,255
-63,130
33
$33M 1.59%
+569,435
34
$32.1M 1.54%
621,772
-45,420
35
$29.4M 1.41%
353,995
+327,605
36
$29.1M 1.39%
278,405
-15,965
37
$28.5M 1.37%
489,828
-31,705
38
$28.5M 1.37%
729,420
+354,730
39
$27.3M 1.31%
233,790
+51,460
40
$25.2M 1.21%
957,892
-543,565
41
$25.1M 1.2%
740,716
-41,720
42
$23.4M 1.12%
197,841
-7,930
43
$18.2M 0.87%
283,511
-276,703
44
$17.3M 0.83%
179,165
+158,260
45
$8.84M 0.42%
138,689
-451,434
46
$7.37M 0.35%
180,400
-115,480
47
$6.27M 0.3%
201,430
+1,190
48
$6.18M 0.3%
60,195
-175,886
49
$6.07M 0.29%
97,674
-54,252
50
$5.75M 0.28%
66,565
-35,890
1
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