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
$2.07B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$59.7M
3
+$56M
4
PEP icon
PepsiCo
PEP
+$54.9M
5
V icon
Visa
V
+$54.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.37%
2 Healthcare 14.91%
3 Consumer Staples 11.82%
4 Industrials 11.78%
5 Financials 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.8M 0.62%
+221,930
52
$9.17M 0.44%
+381,250
53
$7.77M 0.38%
+169,500
54
$7.21M 0.35%
+106,145
55
$6.85M 0.33%
+140,330
56
$6.71M 0.32%
+39,322
57
$6.64M 0.32%
+356,281
58
$6.01M 0.29%
+69,103
59
$5.95M 0.29%
+392,450
60
$5.82M 0.28%
+128,155
61
$5.81M 0.28%
+199,950
62
$5.79M 0.28%
+386,806
63
$5.64M 0.27%
+147,321
64
$5.07M 0.25%
+98,940
65
$4.95M 0.24%
+62,612
66
$4.85M 0.23%
+26,568
67
$4.68M 0.23%
+142,367
68
$4.63M 0.22%
+122,469
69
$4.62M 0.22%
+701,703
70
$4.55M 0.22%
+69,431
71
$4.44M 0.21%
+43,564
72
$4.38M 0.21%
+49,075
73
$4.38M 0.21%
+85,234
74
$4.35M 0.21%
+251,195
75
$4.34M 0.21%
+95,087
1 2
3
4 5