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
$107M
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$620K
3
+$572K
4
NSP icon
Insperity
NSP
+$374K
5
T icon
AT&T
T
+$303K

Top Sells

1
+$1.22M
2
+$520K
3
+$237K
4
TGT icon
Target
TGT
+$211K
5
COO icon
Cooper Companies
COO
+$206K

Sector Composition

1 Technology 23.39%
2 Consumer Discretionary 15.8%
3 Healthcare 13.9%
4 Industrials 11.76%
5 Financials 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,642
77
– –
-12,984
78
– –
-2,564
1 2 3
4