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
$189M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$261K

Top Sells

1
+$20.4K

Sector Composition

1 Consumer Discretionary 21.46%
2 Technology 20.21%
3 Industrials 17.85%
4 Healthcare 13%
5 Financials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$381K 0.2%
3,093
77
$363K 0.19%
13,343
78
$342K 0.18%
2,970
79
$300K 0.16%
1,132
80
$298K 0.16%
1,023
81
$295K 0.16%
12,172
82
$288K 0.15%
1,954
83
$285K 0.15%
4,717
84
$282K 0.15%
2,848
85
$273K 0.14%
2,299
86
$271K 0.14%
6,935
87
$263K 0.14%
1,200
88
$248K 0.13%
1,250
89
$246K 0.13%
3,010
90
$238K 0.13%
1,148
1 2 3
4