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
$1.91B
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$28.4M
3
+$28.2M
4
SNDK
SANDISK CORP
SNDK
+$11.5M
5
VMW
VMware, Inc
VMW
+$11.3M

Top Sells

1
+$36.7M
2
+$33M
3
+$28.9M
4
COO icon
Cooper Companies
COO
+$24.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.5M

Sector Composition

1 Technology 25.79%
2 Financials 14.5%
3 Healthcare 14.01%
4 Consumer Discretionary 11.79%
5 Industrials 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.74M 0.09%
176,700
-35,640
102
$1.73M 0.09%
36,250
-6,875
103
$1.7M 0.09%
100,645
-17,070
104
$1.63M 0.09%
148,245
-26,760
105
$1.63M 0.09%
41,825
106
$1.6M 0.08%
35,767
-7,220
107
$1.51M 0.08%
120,075
-24,225
108
$1.5M 0.08%
172,547
-46,119
109
$1.47M 0.08%
21,850
110
$1.45M 0.08%
47,225
111
$1.42M 0.07%
6,412
-1,305
112
$1.26M 0.07%
21,100
113
$1.26M 0.07%
41,460
114
$1.23M 0.06%
15,660
115
$1.11M 0.06%
31,845
-6,435
116
$1.09M 0.06%
44,700
117
$1.08M 0.06%
44,335
-8,690
118
$1.05M 0.05%
104,614
-18,930
119
$1.03M 0.05%
22,308
120
$1.01M 0.05%
24,050
121
$972K 0.05%
28,110
-7,790
122
$929K 0.05%
65,673
123
$860K 0.05%
220,443
-6,705
124
$832K 0.04%
12,843
125
$773K 0.04%
7,048
2 3 4
5
6