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
$124M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.45M
3
+$1.19M
4
VZ icon
Verizon
VZ
+$1.1M
5
JPM icon
JPMorgan Chase
JPM
+$1.06M

Top Sells

1
+$5.46M
2
+$5.01M
3
+$4.92M
4
GE icon
GE Aerospace
GE
+$4.83M
5
AAPL icon
Apple
AAPL
+$4.5M

Sector Composition

1 Technology 21.98%
2 Industrials 16.38%
3 Healthcare 14.54%
4 Consumer Discretionary 12.5%
5 Financials 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-164,799
102
– –
-53,396
103
– –
-92,783
104
– –
-31,735
105
– –
-249,119
1 2 3 4
5