PIM

Profit Investment Management Portfolio holdings

AUM $24.7M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
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
+$1.3M
2
+$1.02M
3
+$711K
4
AMGN icon
Amgen
AMGN
+$616K
5
T icon
AT&T
T
+$376K

Top Sells

1
+$1.22M
2
+$622K
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
– –
-12,984
77
– –
-1,642
78
– –
-2,024
1 2 3
4