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
$2.08B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$43.2M
2
+$37.6M
3
+$33M
4
GILD icon
Gilead Sciences
GILD
+$27.2M
5
CMCSA icon
Comcast
CMCSA
+$16.1M

Top Sells

1
+$40.3M
2
+$36.4M
3
+$34.1M
4
MDT icon
Medtronic
MDT
+$28.8M
5
AMZN icon
Amazon
AMZN
+$28.1M

Sector Composition

1 Technology 24.54%
2 Financials 13.22%
3 Consumer Discretionary 12.79%
4 Healthcare 12.56%
5 Industrials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.07M 0.1%
24,540
+7,510
102
$2.06M 0.1%
175,005
-358,410
103
$1.94M 0.09%
218,666
-319,761
104
$1.9M 0.09%
42,987
-37,812
105
$1.84M 0.09%
47,225
+9,135
106
$1.81M 0.09%
78,945
+660
107
$1.78M 0.09%
12,180
108
$1.76M 0.08%
53,025
-46,631
109
$1.73M 0.08%
7,717
-6,875
110
$1.59M 0.08%
41,825
+10,145
111
$1.37M 0.07%
35,900
-41,820
112
$1.36M 0.07%
38,280
-85,025
113
$1.34M 0.06%
41,460
114
$1.27M 0.06%
123,544
-115,379
115
$1.22M 0.06%
15,660
116
$1.22M 0.06%
21,850
117
$1.16M 0.06%
44,700
118
$1.13M 0.05%
21,100
119
$1.12M 0.05%
22,308
120
$1.08M 0.05%
227,148
-462,447
121
$967K 0.05%
24,050
122
$851K 0.04%
12,843
123
$845K 0.04%
65,673
124
$808K 0.04%
7,048
125
$750K 0.04%
80,000
2 3 4
5
6