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
$189M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$261K

Top Sells

1
+$20.4K

Sector Composition

1 Consumer Discretionary 21.46%
2 Technology 20.21%
3 Industrials 17.85%
4 Healthcare 13%
5 Financials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 1.64%
128,546
27
$2.96M 1.56%
43,670
28
$2.72M 1.44%
35,602
29
$2.5M 1.32%
134,841
30
$2.48M 1.31%
81,719
31
$2.39M 1.26%
73,839
32
$2.31M 1.22%
17,110
33
$2.27M 1.2%
176,867
34
$2.26M 1.19%
40,205
35
$2.06M 1.09%
73,093
36
$1.7M 0.9%
6,278
37
$1.68M 0.89%
110,274
38
$1.68M 0.89%
12,261
39
$1.63M 0.86%
10,558
40
$1.47M 0.78%
6,298
41
$1.28M 0.68%
36,631
42
$1.28M 0.68%
4,013
43
$1.24M 0.66%
10,180
44
$1.14M 0.6%
20,268
+4,638
45
$944K 0.5%
10,706
46
$932K 0.49%
3,825
47
$882K 0.47%
44,120
48
$859K 0.45%
3,525
49
$828K 0.44%
5,317
50
$790K 0.42%
3,271
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2
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