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
$126M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$203K
3
+$23.8K

Top Sells

1
+$720K
2
+$222K
3
+$37.6K
4
NKE icon
Nike
NKE
+$23.7K

Sector Composition

1 Technology 23.05%
2 Consumer Discretionary 19.34%
3 Industrials 16.13%
4 Financials 12.52%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.57%
37,869
27
$1.96M 1.56%
50,915
28
$1.93M 1.54%
33,824
29
$1.88M 1.5%
14,198
-284
30
$1.85M 1.47%
22,574
31
$1.81M 1.44%
22,667
-297
32
$1.78M 1.42%
80,836
33
$1.59M 1.26%
8,143
34
$1.53M 1.22%
35,543
35
$1.46M 1.16%
6,435
36
$1.45M 1.15%
25,620
37
$1.35M 1.07%
33,450
38
$1.35M 1.07%
12,859
39
$1.3M 1.04%
13,044
40
$1.27M 1.01%
15,208
41
$1.26M 1%
21,772
42
$1.25M 0.99%
12,174
43
$1.25M 0.99%
5,960
44
$1.23M 0.98%
24,158
45
$1.19M 0.95%
27,088
46
$1.19M 0.95%
23,663
47
$1.19M 0.94%
16,890
48
$1.18M 0.94%
12,071
49
$1.13M 0.9%
22,512
50
$1.04M 0.82%
5,614
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