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
$2.2B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$31.7M
3
+$31.1M
4
BEAV
B/E Aerospace Inc
BEAV
+$30.8M
5
CMCSA icon
Comcast
CMCSA
+$30.3M

Top Sells

1
+$35.1M
2
+$28.5M
3
+$27.5M
4
FDX icon
FedEx
FDX
+$21M
5
TDC icon
Teradata
TDC
+$18M

Sector Composition

1 Technology 21.61%
2 Industrials 16.37%
3 Financials 14.35%
4 Healthcare 14.2%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.67M 0.21%
63,407
77
$4.6M 0.21%
47,265
-640
78
$4.49M 0.2%
41,314
79
$4.38M 0.2%
57,360
+10,140
80
$4.32M 0.2%
271,345
+64,340
81
$4.31M 0.2%
517,920
+233,490
82
$4.28M 0.2%
44,830
+235
83
$4.26M 0.19%
72,854
-30
84
$4.21M 0.19%
133,725
85
$4.19M 0.19%
121,484
+36,440
86
$4.13M 0.19%
58,157
87
$4.1M 0.19%
99,656
88
$4.07M 0.19%
41,990
+10,500
89
$3.83M 0.17%
75,075
90
$3.71M 0.17%
58,631
-433,818
91
$3.61M 0.16%
87,446
+2,755
92
$3.53M 0.16%
14,592
-14,515
93
$3.46M 0.16%
132,060
94
$3.46M 0.16%
62,614
95
$3.35M 0.15%
11,985
+40
96
$3.3M 0.15%
68,087
97
$3.3M 0.15%
77,720
98
$3.09M 0.14%
95,710
99
$3.07M 0.14%
60,866
-338,168
100
$2.99M 0.14%
65,749
-395,059
2 3
4
5 6