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
$126M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$203K
3
+$23.8K

Top Sells

1
+$720K
2
+$222K
3
+$37.6K
4
NKE icon
Nike
NKE
+$23.7K

Sector Composition

1 Technology 23.05%
2 Consumer Discretionary 19.34%
3 Industrials 16.13%
4 Financials 12.52%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.82%
13,111
52
$1.02M 0.81%
9,794
53
$1.01M 0.8%
11,005
54
$980K 0.78%
9,003
+219
55
$941K 0.75%
10,751
56
$905K 0.72%
26,287
57
$882K 0.7%
11,491
58
$855K 0.68%
10,334
59
$841K 0.67%
9,774
60
$832K 0.66%
53,400
61
$818K 0.65%
7,919
62
$729K 0.58%
14,925
63
$720K 0.57%
9,060
64
$624K 0.5%
2,831
65
$492K 0.39%
5,763
66
$355K 0.28%
11,560
67
$253K 0.2%
4,540
68
$244K 0.19%
4,911
69
$232K 0.18%
2,970
70
$231K 0.18%
1,259
71
$230K 0.18%
3,137
72
$213K 0.17%
+2,735
73
$203K 0.16%
+2,369
1 2
3