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
$2.07B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$59.7M
3
+$56M
4
PEP icon
PepsiCo
PEP
+$54.9M
5
V icon
Visa
V
+$54.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.37%
2 Healthcare 14.91%
3 Consumer Staples 11.82%
4 Industrials 11.78%
5 Financials 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.86M 0.14%
+62,303
102
$2.79M 0.13%
+419,501
103
$2.77M 0.13%
+12,865
104
$2.67M 0.13%
+83,330
105
$2.62M 0.13%
+23,600
106
$2.62M 0.13%
+128,592
107
$2.5M 0.12%
+100,875
108
$2.34M 0.11%
+38,535
109
$2.29M 0.11%
+86,208
110
$2.19M 0.11%
+252,306
111
$1.78M 0.09%
+29,160
112
$1.75M 0.08%
+133,740
113
$1.73M 0.08%
+38,090
114
$1.53M 0.07%
+110,580
115
$1.51M 0.07%
+12,180
116
$1.25M 0.06%
+17,030
117
$1.18M 0.06%
+41,460
118
$1.07M 0.05%
+31,680
119
$993K 0.05%
+15,660
120
$985K 0.05%
+7,833
121
$942K 0.05%
+44,700
122
$881K 0.04%
+13,150
123
$866K 0.04%
+21,100
124
$776K 0.04%
+22,308
125
$761K 0.04%
+7,048
2 3 4
5
6