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
$2.08B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$43.2M
2
+$37.6M
3
+$33M
4
GILD icon
Gilead Sciences
GILD
+$27.2M
5
CMCSA icon
Comcast
CMCSA
+$16.1M

Top Sells

1
+$40.3M
2
+$36.4M
3
+$34.1M
4
MDT icon
Medtronic
MDT
+$28.8M
5
AMZN icon
Amazon
AMZN
+$28.1M

Sector Composition

1 Technology 24.54%
2 Financials 13.22%
3 Consumer Discretionary 12.79%
4 Healthcare 12.56%
5 Industrials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.25M 0.16%
27,024
-14,290
77
$3.22M 0.15%
154,162
+30,370
78
$3.17M 0.15%
128,650
-111,550
79
$3.16M 0.15%
156,582
-137,861
80
$3.14M 0.15%
159,920
-140,720
81
$3.06M 0.15%
54,146
-453,559
82
$3.05M 0.15%
38,817
-24,590
83
$2.98M 0.14%
358,342
-308,001
84
$2.97M 0.14%
49,860
-43,980
85
$2.86M 0.14%
92,739
-77,307
86
$2.85M 0.14%
91,990
-80,930
87
$2.68M 0.13%
71,815
-61,910
88
$2.66M 0.13%
27,993
+950
89
$2.65M 0.13%
38,169
+810
90
$2.58M 0.12%
96,775
+741
91
$2.58M 0.12%
+184,485
92
$2.51M 0.12%
43,549
-37,660
93
$2.5M 0.12%
212,340
-187,396
94
$2.42M 0.12%
21,061
+195
95
$2.42M 0.12%
201,737
+127,505
96
$2.3M 0.11%
+117,715
97
$2.24M 0.11%
38,220
+735
98
$2.19M 0.11%
41,443
-36,552
99
$2.17M 0.1%
144,300
-127,045
100
$2.08M 0.1%
+43,125
2 3
4
5 6