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
$2.44M
AUM Growth
-$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$17.4K
2
+$16.8K
3
+$15K
4
ABBV icon
AbbVie
ABBV
+$7.64K
5
GS icon
Goldman Sachs
GS
+$7.07K

Top Sells

1
+$37.4M
2
+$29M
3
+$3.51M
4
PFE icon
Pfizer
PFE
+$2.29M
5
AMZN icon
Amazon
AMZN
+$1.53M

Sector Composition

1 Healthcare 24.84%
2 Technology 20.34%
3 Financials 10.9%
4 Consumer Staples 10.89%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.51K 0.18%
41,314
-2,250
77
$4.43K 0.18%
47,905
-1,170
78
$4.31K 0.18%
63,407
-1,780
79
$4.23K 0.17%
538,427
-12,110
80
$4.12K 0.17%
80,799
-4,435
81
$4.1K 0.17%
135,311
-7,056
82
$3.9K 0.16%
44,595
83
$3.78K 0.15%
75,075
84
$3.77K 0.15%
72,884
-1,435
85
$3.7K 0.15%
58,157
86
$3.53K 0.14%
235,868
-12,644
87
$3.47K 0.14%
408,185
-9,215
88
$3.26K 0.13%
99,656
-2,260
89
$3.26K 0.13%
132,060
90
$3.25K 0.13%
133,725
-7,300
91
$3.24K 0.13%
42,844
-5,103
92
$3.21K 0.13%
84,691
-4,210
93
$3.12K 0.13%
193,980
-9,550
94
$3.07K 0.13%
62,614
95
$3.03K 0.12%
31,490
96
$2.97K 0.12%
59,120
-3,183
97
$2.96K 0.12%
68,087
-2,180
98
$2.92K 0.12%
397,830
-21,671
99
$2.88K 0.12%
11,945
-920
100
$2.81K 0.12%
207,005
-8,025
2 3
4
5 6