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
$2.44M
AUM Growth
-$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$17.4K
2
+$16.8K
3
+$15K
4
ABBV icon
AbbVie
ABBV
+$7.64K
5
GS icon
Goldman Sachs
GS
+$7.07K

Top Sells

1
+$37.4M
2
+$29M
3
+$3.51M
4
PFE icon
Pfizer
PFE
+$2.29M
5
AMZN icon
Amazon
AMZN
+$1.53M

Sector Composition

1 Healthcare 24.84%
2 Technology 20.34%
3 Financials 10.9%
4 Consumer Staples 10.89%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.6K 0.56%
408,552
-21,511
52
$9.96K 0.41%
364,720
-16,530
53
$8.91K 0.37%
161,230
-8,270
54
$7.84K 0.32%
102,455
-3,690
55
$7.11K 0.29%
29,107
-10,215
56
$7.07K 0.29%
376,230
-16,220
57
$7.06K 0.29%
121,705
-6,450
58
$6.67K 0.27%
366,825
-19,981
59
$6.25K 0.26%
133,976
-6,354
60
$6.21K 0.25%
69,103
61
$6.08K 0.25%
196,320
-3,630
62
$5.86K 0.24%
59,375
-3,237
63
$5.66K 0.23%
140,246
-7,075
64
$5.65K 0.23%
240,622
-10,573
65
$5.62K 0.23%
93,840
-5,100
66
$5.17K 0.21%
337,874
-18,407
67
$5.1K 0.21%
240,200
-13,020
68
$5.03K 0.21%
2,730
-142
69
$4.97K 0.2%
92,981
-2,106
70
$4.9K 0.2%
66,822
-2,609
71
$4.81K 0.2%
117,470
-4,999
72
$4.74K 0.19%
666,343
-35,360
73
$4.7K 0.19%
81,209
-4,397
74
$4.66K 0.19%
64,061
-2,455
75
$4.64K 0.19%
26,228
-340
1 2
3
4 5