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
$131M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.08M
3
+$894K
4
NUVA
NuVasive, Inc.
NUVA
+$581K
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$524K

Top Sells

1
+$4.8M
2
+$485K
3
+$318K
4
AAPL icon
Apple
AAPL
+$108K
5
HD icon
Home Depot
HD
+$64K

Sector Composition

1 Industrials 20.01%
2 Consumer Discretionary 18.41%
3 Technology 17.8%
4 Healthcare 16.43%
5 Financials 15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$618K 0.47%
1,310
52
$604K 0.46%
2,560
+32
53
$593K 0.45%
4,002
54
$548K 0.42%
5,793
55
$522K 0.4%
46,660
56
$522K 0.4%
6,496
-326
57
$459K 0.35%
+5,606
58
$448K 0.34%
4,651
-269
59
$442K 0.34%
1,507
60
$397K 0.3%
3,523
61
$397K 0.3%
9,950
62
$364K 0.28%
+17,936
63
$352K 0.27%
3,395
64
$350K 0.27%
4,154
65
$349K 0.27%
4,330
-328
66
$347K 0.27%
6,314
67
$347K 0.27%
1,892
68
$346K 0.26%
34,600
69
$303K 0.23%
6,935
70
$276K 0.21%
7,267
-680
71
$257K 0.2%
3,631
72
$250K 0.19%
1,684
73
$246K 0.19%
3,716
74
$239K 0.18%
3,065
75
$238K 0.18%
1,132
1 2
3
4