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
$1.91B
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$28.4M
3
+$28.2M
4
SNDK
SANDISK CORP
SNDK
+$11.5M
5
VMW
VMware, Inc
VMW
+$11.3M

Top Sells

1
+$36.7M
2
+$33M
3
+$28.9M
4
COO icon
Cooper Companies
COO
+$24.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.5M

Sector Composition

1 Technology 25.79%
2 Financials 14.5%
3 Healthcare 14.01%
4 Consumer Discretionary 11.79%
5 Industrials 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.74M 0.14%
133,085
-26,835
77
$2.7M 0.14%
167,858
-115,418
78
$2.7M 0.14%
38,169
79
$2.69M 0.14%
43,480
-240,031
80
$2.64M 0.14%
21,061
81
$2.6M 0.14%
58,021
-11,145
82
$2.58M 0.13%
96,775
83
$2.45M 0.13%
107,220
-21,430
84
$2.45M 0.13%
27,993
85
$2.37M 0.12%
41,033
-13,113
86
$2.32M 0.12%
38,220
87
$2.3M 0.12%
130,292
-26,290
88
$2.24M 0.12%
73,179
-19,560
89
$2.24M 0.12%
156,750
-27,735
90
$2.22M 0.12%
59,820
-11,995
91
$2.2M 0.11%
34,222
-4,595
92
$2.18M 0.11%
34,488
-6,955
93
$2.17M 0.11%
41,475
-8,385
94
$2.17M 0.11%
298,987
-59,355
95
$2.15M 0.11%
76,560
-15,430
96
$2.12M 0.11%
1,192
-246
97
$2.03M 0.11%
36,309
-7,240
98
$1.92M 0.1%
24,540
99
$1.86M 0.1%
78,945
100
$1.78M 0.09%
12,180
2 3
4
5 6