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
$688M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.7M
3
+$9.18M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.94M
5
MA icon
Mastercard
MA
+$2.77M

Top Sells

1
+$13.3M
2
+$11.5M
3
+$10.6M
4
LPNT
LifePoint Health, Inc.
LPNT
+$6.4M
5
AAPL icon
Apple
AAPL
+$4.82M

Sector Composition

1 Consumer Discretionary 20.95%
2 Technology 18.34%
3 Healthcare 15.49%
4 Financials 13.44%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.83M 0.41%
17,676
-4,318
52
$2.64M 0.38%
32,225
-5,129
53
$2.54M 0.37%
30,008
-6,697
54
$2.49M 0.36%
94,800
-20,644
55
$2.46M 0.36%
52,848
-3,882
56
$2.42M 0.35%
31,079
-7,500
57
$2.38M 0.35%
44,123
-9,453
58
$2.16M 0.31%
58,052
-12,304
59
$1.95M 0.28%
21,850
60
$1.93M 0.28%
34,968
-3,805
61
$1.92M 0.28%
50,199
-13,306
62
$1.91M 0.28%
12,180
63
$1.9M 0.28%
43,219
-5,524
64
$1.78M 0.26%
24,010
-5,860
65
$1.77M 0.26%
47,482
+1,402
66
$1.76M 0.26%
8,143
-1,972
67
$1.72M 0.25%
41,825
68
$1.71M 0.25%
31,421
-2,495
69
$1.71M 0.25%
24,540
70
$1.7M 0.25%
8,066
+954
71
$1.66M 0.24%
198,267
-51,255
72
$1.65M 0.24%
70,776
-18,504
73
$1.65M 0.24%
85,398
-22,667
74
$1.62M 0.24%
33,671
+7,276
75
$1.61M 0.23%
31,945
1 2
3
4 5