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
$688M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.7M
3
+$9.18M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.94M
5
MA icon
Mastercard
MA
+$2.77M

Top Sells

1
+$13.3M
2
+$11.5M
3
+$10.6M
4
LPNT
LifePoint Health, Inc.
LPNT
+$6.4M
5
AAPL icon
Apple
AAPL
+$4.82M

Sector Composition

1 Consumer Discretionary 20.95%
2 Technology 18.34%
3 Healthcare 15.49%
4 Financials 13.44%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.57M 0.23%
37,879
-9,437
77
$1.52M 0.22%
127,422
-48,526
78
$1.51M 0.22%
16,037
-1,557
79
$1.49M 0.22%
24,860
-220,977
80
$1.47M 0.21%
41,460
81
$1.44M 0.21%
27,166
-7,239
82
$1.42M 0.21%
41,543
+7,603
83
$1.4M 0.2%
87,260
-23,135
84
$1.4M 0.2%
22,587
-6,000
85
$1.38M 0.2%
61,870
-9,300
86
$1.36M 0.2%
24,140
-6,072
87
$1.34M 0.2%
22,308
88
$1.33M 0.19%
33,118
-8,458
89
$1.28M 0.19%
15,660
90
$1.28M 0.19%
95,446
-23,032
91
$1.23M 0.18%
20,040
92
$1.2M 0.17%
18,900
-2,200
93
$1.17M 0.17%
65,673
94
$1.07M 0.16%
70,277
-14,548
95
$1.02M 0.15%
78,700
-20,890
96
$995K 0.14%
47,225
97
$878K 0.13%
12,843
98
$814K 0.12%
39,505
-10,375
99
$811K 0.12%
36,300
-8,400
100
$765K 0.11%
7,048
2 3
4
5 6