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
$2.07B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$59.7M
3
+$56M
4
PEP icon
PepsiCo
PEP
+$54.9M
5
V icon
Visa
V
+$54.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.37%
2 Healthcare 14.91%
3 Consumer Staples 11.82%
4 Industrials 11.78%
5 Financials 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.23M 0.2%
+65,187
77
$4.22M 0.2%
+550,537
78
$4.21M 0.2%
+85,606
79
$4.12M 0.2%
+248,512
80
$3.98M 0.19%
+253,220
81
$3.92M 0.19%
+74,319
82
$3.79M 0.18%
+141,025
83
$3.69M 0.18%
+75,075
84
$3.65M 0.18%
+66,516
85
$3.6M 0.17%
+2,872
86
$3.58M 0.17%
+47,947
87
$3.57M 0.17%
+88,901
88
$3.57M 0.17%
+203,530
89
$3.55M 0.17%
+417,400
90
$3.55M 0.17%
+215,030
91
$3.52M 0.17%
+58,157
92
$3.51M 0.17%
+69,751
93
$3.49M 0.17%
+44,595
94
$3.28M 0.16%
+132,060
95
$3.12M 0.15%
+31,490
96
$3.08M 0.15%
+87,494
97
$3.06M 0.15%
+101,916
98
$2.98M 0.14%
+47,220
99
$2.89M 0.14%
+62,614
100
$2.88M 0.14%
+70,267
2 3
4
5 6