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
$107M
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$620K
3
+$572K
4
NSP icon
Insperity
NSP
+$374K
5
T icon
AT&T
T
+$303K

Top Sells

1
+$1.22M
2
+$520K
3
+$237K
4
TGT icon
Target
TGT
+$211K
5
COO icon
Cooper Companies
COO
+$206K

Sector Composition

1 Technology 23.39%
2 Consumer Discretionary 15.8%
3 Healthcare 13.9%
4 Industrials 11.76%
5 Financials 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.6%
8,433
+2,819
27
$1.56M 1.46%
8,366
28
$1.56M 1.46%
22,040
29
$1.49M 1.4%
112,134
30
$1.49M 1.39%
25,620
31
$1.46M 1.36%
39,063
+10,024
32
$1.42M 1.33%
22,574
33
$1.41M 1.32%
129,297
34
$1.4M 1.31%
35,543
35
$1.34M 1.25%
62,640
36
$1.32M 1.23%
10,751
37
$1.3M 1.22%
15,208
38
$1.3M 1.22%
22,512
39
$1.27M 1.19%
23,663
40
$1.25M 1.17%
53,400
41
$1.24M 1.16%
12,174
42
$1.17M 1.1%
62,328
43
$1.16M 1.09%
4,667
44
$1.14M 1.07%
148,494
45
$1.09M 1.02%
9,088
46
$1.09M 1.02%
+105,234
47
$1.08M 1.01%
50,915
48
$1.06M 0.99%
46,341
49
$1.03M 0.97%
12,071
50
$981K 0.92%
14,925
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