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
$143M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.48M
3
+$1.28M
4
PG icon
Procter & Gamble
PG
+$1.03M
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$981K

Top Sells

1
+$1.67M
2
+$1.37M
3
+$1.25M
4
FICO icon
Fair Isaac
FICO
+$1.11M
5
EPAM icon
EPAM Systems
EPAM
+$700K

Sector Composition

1 Technology 19.66%
2 Consumer Discretionary 18.87%
3 Healthcare 14.11%
4 Industrials 12.67%
5 Financials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.53%
190,990
+85,756
27
$2.17M 1.52%
38,961
28
$2.14M 1.5%
23,862
+1,822
29
$2.13M 1.49%
9,028
+595
30
$2.11M 1.47%
31,224
31
$2.08M 1.45%
29,360
+3,740
32
$1.97M 1.38%
22,574
33
$1.96M 1.37%
13,220
34
$1.91M 1.33%
6,295
+283
35
$1.89M 1.32%
112,134
36
$1.76M 1.23%
177,358
+48,061
37
$1.71M 1.19%
36,643
+1,100
38
$1.69M 1.18%
10,751
39
$1.54M 1.08%
62,328
40
$1.53M 1.07%
27,707
+4,044
41
$1.51M 1.05%
62,640
42
$1.48M 1.04%
+67,461
43
$1.47M 1.03%
206,234
+91,995
44
$1.46M 1.02%
15,208
45
$1.45M 1.01%
4,907
+240
46
$1.43M 1%
12,174
47
$1.36M 0.95%
11,339
+8,617
48
$1.35M 0.95%
22,512
49
$1.22M 0.85%
27,171
+10,801
50
$1.2M 0.84%
9,088
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