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
$143M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.48M
3
+$1.28M
4
PG icon
Procter & Gamble
PG
+$1.03M
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$981K

Top Sells

1
+$1.67M
2
+$1.37M
3
+$1.25M
4
FICO icon
Fair Isaac
FICO
+$1.11M
5
EPAM icon
EPAM Systems
EPAM
+$700K

Sector Composition

1 Technology 19.66%
2 Consumer Discretionary 18.87%
3 Healthcare 14.11%
4 Industrials 12.67%
5 Financials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.83%
80,955
52
$1.15M 0.8%
12,071
53
$1.1M 0.77%
14,925
54
$1.09M 0.76%
50,915
55
$1.07M 0.74%
5,395
+2,564
56
$1.04M 0.73%
110,274
57
$957K 0.67%
10,174
+380
58
$928K 0.65%
6,616
59
$908K 0.63%
13,044
60
$858K 0.6%
11,005
61
$826K 0.58%
24,158
62
$816K 0.57%
26,287
63
$702K 0.49%
10,206
64
$699K 0.49%
+4,967
65
$671K 0.47%
7,919
66
$659K 0.46%
10,820
67
$631K 0.44%
16,890
68
$551K 0.38%
5,142
+1,150
69
$547K 0.38%
+8,877
70
$537K 0.38%
+7,455
71
$483K 0.34%
+4,605
72
$393K 0.27%
+41,360
73
$391K 0.27%
17,139
+3,385
74
$372K 0.26%
6,211
+1,300
75
$365K 0.26%
+3,282
1 2
3
4