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
$143M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.48M
3
+$1.28M
4
PG icon
Procter & Gamble
PG
+$1.03M
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$981K

Top Sells

1
+$1.67M
2
+$1.37M
3
+$1.25M
4
FICO icon
Fair Isaac
FICO
+$1.11M
5
EPAM icon
EPAM Systems
EPAM
+$700K

Sector Composition

1 Technology 19.66%
2 Consumer Discretionary 18.87%
3 Healthcare 14.11%
4 Industrials 12.67%
5 Financials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$361K 0.25%
6,137
-3,933
77
$361K 0.25%
+1,222
78
$354K 0.25%
+2,950
79
$347K 0.24%
+762
80
$339K 0.24%
4,800
-380
81
$258K 0.18%
2,970
82
$254K 0.18%
2,766
83
$245K 0.17%
11,560
84
– –
-53,400
1 2 3
4