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
$2.2B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$31.7M
3
+$31.1M
4
BEAV
B/E Aerospace Inc
BEAV
+$30.8M
5
CMCSA icon
Comcast
CMCSA
+$30.3M

Top Sells

1
+$35.1M
2
+$28.5M
3
+$27.5M
4
FDX icon
FedEx
FDX
+$21M
5
TDC icon
Teradata
TDC
+$18M

Sector Composition

1 Technology 21.61%
2 Industrials 16.37%
3 Financials 14.35%
4 Healthcare 14.2%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.83M 0.31%
300,640
+106,660
52
$6.8M 0.31%
376,230
53
$6.69M 0.3%
200,240
+3,920
54
$6.63M 0.3%
121,705
55
$6.59M 0.3%
284,236
+157,340
56
$6.37M 0.29%
366,825
57
$6.34M 0.29%
240,200
58
$6.24M 0.28%
234,842
-1,072,848
59
$6.16M 0.28%
140,246
60
$6.05M 0.28%
69,103
61
$5.81M 0.26%
337,874
62
$5.62M 0.26%
666,343
63
$5.57M 0.25%
64,921
+860
64
$5.56M 0.25%
170,046
+34,735
65
$5.53M 0.25%
117,470
66
$5.4M 0.25%
294,443
+58,575
67
$5.37M 0.24%
2,730
68
$5.32M 0.24%
689,595
+291,765
69
$5.07M 0.23%
172,920
+75,975
70
$5.07M 0.23%
66,822
71
$5.02M 0.23%
81,209
72
$4.96M 0.23%
93,840
73
$4.83M 0.22%
538,427
74
$4.8M 0.22%
80,799
75
$4.7M 0.21%
26,228
1 2
3
4 5