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
$125M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$230K
3
+$226K
4
HP icon
Helmerich & Payne
HP
+$210K
5
SBH icon
Sally Beauty Holdings
SBH
+$176K

Top Sells

1
+$1.93M
2
+$221K
3
+$201K
4
NFLX icon
Netflix
NFLX
+$80.2K
5
AAPL icon
Apple
AAPL
+$71.9K

Sector Composition

1 Consumer Discretionary 21.57%
2 Technology 19.07%
3 Financials 15.81%
4 Industrials 14.83%
5 Healthcare 14.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.68%
232,814
27
$2.04M 1.64%
15,208
-492
28
$2.03M 1.63%
194,209
+16,816
29
$1.89M 1.52%
4,483
-135
30
$1.89M 1.51%
24,716
+2,029
31
$1.86M 1.49%
23,967
32
$1.83M 1.47%
10,136
33
$1.74M 1.39%
872
34
$1.73M 1.39%
36,304
35
$1.59M 1.28%
5,030
-196
36
$1.58M 1.27%
329,822
37
$1.58M 1.26%
60,555
38
$1.55M 1.24%
8,178
39
$1.54M 1.24%
9,952
40
$1.53M 1.22%
5,142
-138
41
$1.51M 1.21%
3,884
-123
42
$1.45M 1.17%
4,848
43
$1.44M 1.16%
6,022
-242
44
$1.35M 1.09%
10,109
45
$1.24M 0.99%
11,122
-486
46
$1.18M 0.95%
150,170
47
$1.13M 0.91%
2,349
48
$1.11M 0.89%
6,243
-238
49
$1.07M 0.86%
3,970
-69
50
$1M 0.8%
11,796
-541
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