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
$124M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.45M
3
+$1.19M
4
VZ icon
Verizon
VZ
+$1.1M
5
JPM icon
JPMorgan Chase
JPM
+$1.06M

Top Sells

1
+$5.46M
2
+$5.01M
3
+$4.92M
4
GE icon
GE Aerospace
GE
+$4.83M
5
AAPL icon
Apple
AAPL
+$4.5M

Sector Composition

1 Technology 21.98%
2 Industrials 16.38%
3 Healthcare 14.54%
4 Consumer Discretionary 12.5%
5 Financials 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 1.01%
55,838
-46,312
52
$1.2M 0.97%
92,000
53
$1.2M 0.97%
19,093
-42,930
54
$1.18M 0.95%
54,959
55
$1.16M 0.94%
19,953
-44,588
56
$1.15M 0.93%
6,749
57
$1.1M 0.89%
+19,768
58
$1.1M 0.89%
28,986
-13,903
59
$1.08M 0.87%
20,902
60
$1.03M 0.83%
6,794
61
$987K 0.8%
19,956
-16,615
62
$870K 0.7%
20,110
-47,580
63
$829K 0.67%
58,166
64
$817K 0.66%
15,195
65
$773K 0.63%
+17,897
66
$763K 0.62%
8,788
+193
67
$736K 0.6%
12,355
-60,483
68
$727K 0.59%
64,457
69
$710K 0.57%
8,389
+115
70
$683K 0.55%
88,777
71
$659K 0.53%
11,980
72
$648K 0.52%
14,044
-655
73
$645K 0.52%
5,989
+112
74
$641K 0.52%
19,557
+316
75
$620K 0.5%
48,252
1 2
3
4 5