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
$2.21B
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$24.1M
3
+$22.7M
4
AAPL icon
Apple
AAPL
+$18M
5
MSFT icon
Microsoft
MSFT
+$17.5M

Top Sells

1
+$31.1M
2
+$24.7M
3
+$18.3M
4
UPS icon
United Parcel Service
UPS
+$16.9M
5
ABBV icon
AbbVie
ABBV
+$10.4M

Sector Composition

1 Technology 23.39%
2 Industrials 15.51%
3 Financials 13.49%
4 Healthcare 13.18%
5 Consumer Discretionary 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.29M 0.37%
151,926
52
$8.04M 0.36%
366,825
53
$7.9M 0.36%
121,705
54
$7.39M 0.33%
170,046
55
$7.25M 0.33%
102,602
+35,780
56
$6.81M 0.31%
666,343
57
$6.51M 0.29%
2,730
58
$6.47M 0.29%
140,246
59
$6.31M 0.29%
200,240
60
$6.02M 0.27%
388,710
+12,480
61
$5.98M 0.27%
337,874
62
$5.95M 0.27%
399,736
+115,500
63
$5.91M 0.27%
300,640
64
$5.81M 0.26%
294,443
65
$5.67M 0.26%
240,200
66
$5.43M 0.25%
93,840
67
$5.34M 0.24%
172,920
68
$5.12M 0.23%
64,921
69
$4.93M 0.22%
47,265
70
$4.88M 0.22%
44,830
71
$4.83M 0.22%
26,228
72
$4.82M 0.22%
538,427
73
$4.74M 0.21%
123,305
+27,595
74
$4.61M 0.21%
63,407
75
$4.59M 0.21%
57,360
1 2
3
4 5