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
$101M
AUM Growth
-$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$810K
3
+$532K
4
HIMX
Himax Technologies
HIMX
+$432K
5
BFAM icon
Bright Horizons
BFAM
+$401K

Top Sells

1
+$1.85M
2
+$1.67M
3
+$1.35M
4
AAPL icon
Apple
AAPL
+$1.32M
5
HD icon
Home Depot
HD
+$972K

Sector Composition

1 Technology 22.41%
2 Industrials 19.31%
3 Healthcare 14.17%
4 Financials 12.03%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 1.36%
29,256
+11,359
27
$1.36M 1.35%
8,384
28
$1.29M 1.27%
27,345
29
$1.28M 1.27%
20,902
30
$1.25M 1.24%
8,188
-4,687
31
$1.23M 1.21%
33,548
32
$1.2M 1.19%
92,000
33
$1.19M 1.17%
8,939
+6,103
34
$1.16M 1.15%
29,901
-4,885
35
$1.16M 1.14%
54,959
36
$1.14M 1.13%
22,800
-16,876
37
$1.11M 1.1%
15,413
-6,219
38
$1.11M 1.1%
17,382
-4,119
39
$1.1M 1.09%
90,376
-64,720
40
$1.07M 1.06%
26,520
-12,800
41
$1.05M 1.04%
122,627
+50,366
42
$1.05M 1.04%
6,749
43
$1.04M 1.03%
15,363
-7,014
44
$1.03M 1.02%
15,527
-7,534
45
$1.03M 1.02%
58,166
46
$994K 0.98%
14,472
-8,242
47
$987K 0.98%
31,113
-19,289
48
$975K 0.97%
12,323
-6,935
49
$950K 0.94%
29,575
-19,247
50
$924K 0.92%
+65,953
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