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
$2.44M
AUM Growth
-$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$17.4K
2
+$16.8K
3
+$15K
4
ABBV icon
AbbVie
ABBV
+$7.64K
5
GS icon
Goldman Sachs
GS
+$7.07K

Top Sells

1
+$37.4M
2
+$29M
3
+$3.51M
4
PFE icon
Pfizer
PFE
+$2.29M
5
AMZN icon
Amazon
AMZN
+$1.53M

Sector Composition

1 Healthcare 24.84%
2 Technology 20.34%
3 Financials 10.9%
4 Consumer Staples 10.89%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.79K 0.11%
+284,430
102
$2.75K 0.11%
85,044
-2,450
103
$2.7K 0.11%
23,600
104
$2.69K 0.11%
77,720
-5,610
105
$2.68K 0.11%
123,792
-4,800
106
$2.41K 0.1%
+96,945
107
$2.34K 0.1%
95,710
-5,165
108
$2.32K 0.09%
37,485
-1,050
109
$2.13K 0.09%
126,896
-6,844
110
$2.06K 0.08%
238,923
-13,383
111
$1.62K 0.07%
12,180
112
$1.59K 0.07%
38,090
113
$1.3K 0.05%
96,560
-1,844,480
114
$1.23K 0.05%
17,030
115
$1.15K 0.05%
41,460
116
$1.1K 0.05%
44,700
117
$1.06K 0.04%
13,150
118
$1.06K 0.04%
15,660
119
$1.06K 0.04%
31,680
120
$976 0.04%
21,100
121
$836 0.03%
21,850
122
$809 0.03%
7,048
123
$762 0.03%
22,308
124
$728 0.03%
7,833
125
$721 0.03%
12,843
2 3 4
5
6