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
$124M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.45M
3
+$1.19M
4
VZ icon
Verizon
VZ
+$1.1M
5
JPM icon
JPMorgan Chase
JPM
+$1.06M

Top Sells

1
+$5.46M
2
+$5.01M
3
+$4.92M
4
GE icon
GE Aerospace
GE
+$4.83M
5
AAPL icon
Apple
AAPL
+$4.5M

Sector Composition

1 Technology 21.98%
2 Industrials 16.38%
3 Healthcare 14.54%
4 Consumer Discretionary 12.5%
5 Financials 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.32%
155,096
-174,891
27
$1.63M 1.32%
48,822
-102,781
28
$1.61M 1.3%
19,258
-30,669
29
$1.59M 1.28%
22,714
-29,361
30
$1.53M 1.24%
22,528
-47,135
31
$1.49M 1.2%
20,520
-32,165
32
$1.47M 1.19%
25,777
-53,934
33
$1.45M 1.17%
+50,402
34
$1.43M 1.16%
23,061
+17,004
35
$1.43M 1.16%
22,377
+15,961
36
$1.4M 1.14%
27,345
37
$1.39M 1.13%
21,632
+13,728
38
$1.39M 1.12%
21,501
-48,027
39
$1.38M 1.12%
20,008
40
$1.38M 1.12%
39,320
-36,180
41
$1.37M 1.11%
61,205
42
$1.36M 1.1%
34,786
-64,557
43
$1.35M 1.1%
8,384
44
$1.35M 1.09%
28,544
-14,056
45
$1.34M 1.09%
38,880
-14,100
46
$1.29M 1.04%
20,462
47
$1.27M 1.03%
23,760
-53,137
48
$1.26M 1.02%
13,493
-28,249
49
$1.26M 1.02%
85,021
50
$1.25M 1.01%
33,548
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