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
$2.2B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$31.7M
3
+$31.1M
4
BEAV
B/E Aerospace Inc
BEAV
+$30.8M
5
CMCSA icon
Comcast
CMCSA
+$30.3M

Top Sells

1
+$35.1M
2
+$28.5M
3
+$27.5M
4
FDX icon
FedEx
FDX
+$21M
5
TDC icon
Teradata
TDC
+$18M

Sector Composition

1 Technology 21.61%
2 Industrials 16.37%
3 Financials 14.35%
4 Healthcare 14.2%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.94M 0.13%
238,923
102
$2.67M 0.12%
59,120
103
$2.62M 0.12%
37,359
-253,056
104
$2.48M 0.11%
20,866
-294,968
105
$2.45M 0.11%
27,043
-15,801
106
$2.16M 0.1%
123,792
107
$2.01M 0.09%
37,485
108
$1.88M 0.09%
20,905
+7,755
109
$1.81M 0.08%
38,090
110
$1.69M 0.08%
12,180
111
$1.43M 0.07%
17,030
112
$1.16M 0.05%
44,700
113
$1.16M 0.05%
15,660
114
$1.16M 0.05%
41,460
115
$1.12M 0.05%
22,308
116
$1.12M 0.05%
21,100
117
$1.05M 0.05%
31,680
118
$1.04M 0.05%
21,850
119
$871K 0.04%
65,673
120
$837K 0.04%
7,048
121
$726K 0.03%
12,843
122
$711K 0.03%
7,833
123
$626K 0.03%
80,000
124
$445K 0.02%
8,193
-3,767
125
$443K 0.02%
7,570
2 3 4
5
6