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
$131M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.08M
3
+$894K
4
NUVA
NuVasive, Inc.
NUVA
+$581K
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$524K

Top Sells

1
+$4.8M
2
+$485K
3
+$318K
4
AAPL icon
Apple
AAPL
+$108K
5
HD icon
Home Depot
HD
+$64K

Sector Composition

1 Industrials 20.01%
2 Consumer Discretionary 18.41%
3 Technology 17.8%
4 Healthcare 16.43%
5 Financials 15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.27M 1.73%
380,095
+150,007
27
$2.25M 1.72%
115,422
28
$1.79M 1.37%
57,661
29
$1.78M 1.36%
4,443
30
$1.72M 1.31%
12,408
-782
31
$1.64M 1.25%
61,964
+40,695
32
$1.46M 1.12%
6,272
-258
33
$1.45M 1.11%
5,469
-111
34
$1.17M 0.9%
4,241
-232
35
$1.16M 0.88%
6,509
36
$1.16M 0.88%
8,603
-202
37
$982K 0.75%
8,296
38
$957K 0.73%
1,896
39
$892K 0.68%
12,498
-454
40
$873K 0.67%
10,490
41
$825K 0.63%
8,620
42
$818K 0.63%
7,510
43
$801K 0.61%
3,557
44
$782K 0.6%
6,199
-210
45
$739K 0.57%
7,072
46
$696K 0.53%
57,260
-1,720
47
$684K 0.52%
4,237
-166
48
$655K 0.5%
4,853
49
$641K 0.49%
3,917
50
$635K 0.49%
24,565
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