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
$2.21B
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$24.1M
3
+$22.7M
4
AAPL icon
Apple
AAPL
+$18M
5
MSFT icon
Microsoft
MSFT
+$17.5M

Top Sells

1
+$31.1M
2
+$24.7M
3
+$18.3M
4
UPS icon
United Parcel Service
UPS
+$16.9M
5
ABBV icon
AbbVie
ABBV
+$10.4M

Sector Composition

1 Technology 23.39%
2 Industrials 15.51%
3 Financials 13.49%
4 Healthcare 13.18%
5 Consumer Discretionary 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.45M 0.2%
41,314
77
$4.42M 0.2%
72,854
78
$4.42M 0.2%
75,075
79
$4.39M 0.2%
533,415
+15,495
80
$4.26M 0.19%
133,725
81
$4.23M 0.19%
271,345
82
$4.22M 0.19%
77,995
+18,875
83
$4.15M 0.19%
689,595
84
$4.12M 0.19%
41,990
85
$4.1M 0.19%
81,209
86
$4.07M 0.18%
62,614
87
$3.97M 0.18%
80,799
88
$3.94M 0.18%
58,157
89
$3.91M 0.18%
+118,785
90
$3.74M 0.17%
104,264
-17,220
91
$3.67M 0.17%
11,985
92
$3.57M 0.16%
14,592
93
$3.54M 0.16%
58,586
-45
94
$3.38M 0.15%
87,446
95
$3.36M 0.15%
132,060
96
$3.26M 0.15%
99,656
97
$3.17M 0.14%
77,720
98
$3.13M 0.14%
68,087
99
$2.98M 0.13%
238,923
100
$2.81M 0.13%
37,359
2 3
4
5 6