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
$1.91B
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$28.4M
3
+$28.2M
4
SNDK
SANDISK CORP
SNDK
+$11.5M
5
VMW
VMware, Inc
VMW
+$11.3M

Top Sells

1
+$36.7M
2
+$33M
3
+$28.9M
4
COO icon
Cooper Companies
COO
+$24.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.5M

Sector Composition

1 Technology 25.79%
2 Financials 14.5%
3 Healthcare 14.01%
4 Consumer Discretionary 11.79%
5 Industrials 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.66M 0.3%
44,570
52
$4.87M 0.25%
75,075
53
$4.84M 0.25%
61,895
-4,670
54
$4.63M 0.24%
66,121
55
$4.55M 0.24%
47,635
56
$4.46M 0.23%
114,576
-626,140
57
$4.4M 0.23%
73,064
58
$4.24M 0.22%
58,157
59
$4.15M 0.22%
73,047
60
$4.07M 0.21%
62,614
61
$4.07M 0.21%
59,437
-6,895
62
$3.98M 0.21%
41,990
63
$3.96M 0.21%
149,550
-30,205
64
$3.92M 0.2%
11,835
65
$3.73M 0.2%
87,446
66
$3.71M 0.19%
59,236
67
$3.56M 0.19%
106,544
68
$3.53M 0.18%
153,140
-25,345
69
$3.45M 0.18%
62,640
-11,210
70
$3.37M 0.18%
132,060
71
$3.21M 0.17%
73,275
-13,685
72
$3.17M 0.17%
69,617
73
$3.12M 0.16%
154,627
+465
74
$2.96M 0.15%
24,314
-2,710
75
$2.84M 0.15%
207,792
-29,610
1 2
3
4 5