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
$124M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.45M
3
+$1.19M
4
VZ icon
Verizon
VZ
+$1.1M
5
JPM icon
JPMorgan Chase
JPM
+$1.06M

Top Sells

1
+$5.46M
2
+$5.01M
3
+$4.92M
4
GE icon
GE Aerospace
GE
+$4.83M
5
AAPL icon
Apple
AAPL
+$4.5M

Sector Composition

1 Technology 21.98%
2 Industrials 16.38%
3 Healthcare 14.54%
4 Consumer Discretionary 12.5%
5 Financials 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$597K 0.48%
72,261
77
$593K 0.48%
10,602
+185
78
$574K 0.46%
7,453
+248
79
$565K 0.46%
13,164
+200
80
$562K 0.46%
17,215
+5,419
81
$536K 0.43%
22,216
82
$485K 0.39%
13,567
-104,703
83
$466K 0.38%
3,060
+62
84
$458K 0.37%
24,159
85
$458K 0.37%
13,725
+260
86
$446K 0.36%
16,417
+329
87
$413K 0.33%
4,694
+130
88
$410K 0.33%
+6,176
89
$386K 0.31%
7,199
+117
90
$371K 0.3%
1,533
+28
91
$369K 0.3%
10,228
+248
92
$367K 0.3%
17,865
-160,467
93
$315K 0.26%
4,158
+83
94
$260K 0.21%
+2,836
95
$217K 0.18%
1
96
$214K 0.17%
3,519
97
$201K 0.16%
+4,170
98
– –
-83,110
99
– –
-122,589
100
– –
-115,668
1 2 3
4
5