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
$125M
AUM Growth
-$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$279K
2
+$230K
3
+$226K
4
HP icon
Helmerich & Payne
HP
+$210K
5
SBH icon
Sally Beauty Holdings
SBH
+$176K

Top Sells

1
+$1.93M
2
+$221K
3
+$201K
4
NFLX icon
Netflix
NFLX
+$80.2K
5
AAPL icon
Apple
AAPL
+$71.9K

Sector Composition

1 Consumer Discretionary 21.57%
2 Technology 19.07%
3 Financials 15.81%
4 Industrials 14.83%
5 Healthcare 14.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.23%
6,786
-256
77
$280K 0.22%
934
-108
78
$230K 0.18%
2,885
-292
79
– –
-19,564
80
– –
-969
81
– –
-3,065
1 2 3
4