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
$2.07B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$59.7M
3
+$56M
4
PEP icon
PepsiCo
PEP
+$54.9M
5
V icon
Visa
V
+$54.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.37%
2 Healthcare 14.91%
3 Consumer Staples 11.82%
4 Industrials 11.78%
5 Financials 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$732K 0.04%
+12,843
127
$728K 0.04%
+21,850
128
$718K 0.03%
+65,673
129
$596K 0.03%
+11,960
130
$587K 0.03%
+80,000
131
$367K 0.02%
+7,570
132
$284K 0.01%
+2,400
2 3 4 5
6