PIM
Profit Investment Management Portfolio holdings
AUM $108M
AUM
$108M
AUM Growth
-$16.9M (-14%)
Cap. Flow
-$109K
Cap. Flow % of AUM
-0.1%
Top 10 Holdings %Top 10 Hldgs %
28.42%
Holding
81
New
3
Increased
8
Reduced
31
Closed
7
Top Buys
| 1 | $2.39M | |
| 2 | $1.06M | |
| 3 | $525K | |
| 4 | $224K | |
| 5 | $210K |
Top Sells
| 1 | $446K | |
| 2 | $404K | |
| 3 | $385K | |
| 4 | $326K | |
| 5 | $298K |
Sector Composition
| 1 | Industrials | 18.58% |
| 2 | Technology | 18.09% |
| 3 | Consumer Discretionary | 17.98% |
| 4 | Financials | 16.1% |
| 5 | Healthcare | 14.95% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -934 | Closed | – | |||
| $0 | 0% | 0 -2,885 | Closed | – | |||
| $0 | 0% | 0 -6,786 | Closed | – | |||
| $0 | 0% | 0 -3,260 | Closed | – | |||
| $0 | 0% | 0 -5,706 | Closed | – | |||
| $0 | 0% | 0 -3,756 | Closed | – |
