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
$316M
AUM Growth
-$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$725K
3
+$198K
4
GD icon
General Dynamics
GD
+$156K
5
CSCO icon
Cisco
CSCO
+$107K

Top Sells

1
+$15.1M
2
+$12.6M
3
+$11.1M
4
HD icon
Home Depot
HD
+$10.8M
5
CELG
Celgene Corp
CELG
+$10.7M

Sector Composition

1 Consumer Discretionary 19.66%
2 Technology 18.94%
3 Healthcare 15.62%
4 Financials 13.36%
5 Industrials 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.4%
71,357
+1,080
52
$1.22M 0.39%
21,087
-23,036
53
$1.2M 0.38%
127,192
-71,075
54
$1.17M 0.37%
21,670
-12,001
55
$1.15M 0.36%
55,000
-32,260
56
$1.12M 0.36%
26,735
-14,808
57
$1.11M 0.35%
15,390
-8,620
58
$1.1M 0.35%
68,864
-16,534
59
$1.08M 0.34%
45,160
-25,616
60
$1.06M 0.34%
6,554
-11,122
61
$1.05M 0.33%
5,191
-2,875
62
$1.04M 0.33%
24,296
-13,583
63
$1.04M 0.33%
15,288
-7,299
64
$906K 0.29%
11,271
-24,465
65
$876K 0.28%
5,220
-2,923
66
$793K 0.25%
21,182
-11,936
67
$749K 0.24%
17,154
-35,694
68
$725K 0.23%
+73,922
69
$686K 0.22%
34,160
-5,345
70
$686K 0.22%
6,862
-9,175
71
$666K 0.21%
7,904
-24,321
72
$663K 0.21%
19,241
+658
73
$662K 0.21%
57,485
-69,937
74
$661K 0.21%
8,595
+245
75
$657K 0.21%
8,274
+326
1 2
3
4 5