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
$189M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$261K

Top Sells

1
+$20.4K

Sector Composition

1 Consumer Discretionary 21.46%
2 Technology 20.21%
3 Industrials 17.85%
4 Healthcare 13%
5 Financials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$759K 0.4%
1,896
52
$730K 0.39%
3,513
53
$712K 0.38%
2,993
54
$710K 0.38%
12,664
55
$686K 0.36%
3,024
56
$673K 0.36%
4,985
57
$669K 0.35%
3,803
58
$663K 0.35%
5,300
59
$625K 0.33%
1,185
60
$623K 0.33%
4,192
61
$599K 0.32%
5,142
62
$585K 0.31%
11,050
63
$571K 0.3%
1,507
64
$558K 0.3%
3,376
65
$547K 0.29%
4,685
66
$547K 0.29%
10,339
67
$518K 0.27%
1,310
68
$502K 0.27%
1,684
69
$483K 0.26%
3,065
70
$465K 0.25%
4,154
71
$435K 0.23%
1,192
72
$424K 0.22%
3,631
73
$410K 0.22%
6,137
74
$401K 0.21%
15,966
75
$393K 0.21%
2,931
1 2
3
4