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
$2.21B
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$24.1M
3
+$22.7M
4
AAPL icon
Apple
AAPL
+$18M
5
MSFT icon
Microsoft
MSFT
+$17.5M

Top Sells

1
+$31.1M
2
+$24.7M
3
+$18.3M
4
UPS icon
United Parcel Service
UPS
+$16.9M
5
ABBV icon
AbbVie
ABBV
+$10.4M

Sector Composition

1 Technology 23.39%
2 Industrials 15.51%
3 Financials 13.49%
4 Healthcare 13.18%
5 Consumer Discretionary 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.78M 0.13%
60,866
102
$2.54M 0.12%
96,034
-138,808
103
$2.44M 0.11%
27,043
104
$2.33M 0.11%
20,866
105
$2.26M 0.1%
20,905
106
$2.23M 0.1%
123,792
107
$2.17M 0.1%
37,485
108
$1.87M 0.08%
+26,390
109
$1.63M 0.07%
12,180
110
$1.56M 0.07%
78,285
-918,318
111
$1.53M 0.07%
38,090
112
$1.4M 0.06%
17,030
113
$1.27M 0.06%
21,100
114
$1.26M 0.06%
41,460
115
$1.25M 0.06%
15,660
116
$1.19M 0.05%
21,850
117
$1.19M 0.05%
22,308
118
$1.18M 0.05%
24,050
-41,699
119
$1.11M 0.05%
44,700
120
$1.08M 0.05%
31,680
121
$824K 0.04%
7,048
122
$812K 0.04%
12,843
123
$809K 0.04%
65,673
124
$780K 0.04%
+74,232
125
$669K 0.03%
80,000
2 3 4
5
6