PIM

Profit Investment Management Portfolio holdings

AUM $24.7M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.44M
AUM Growth
-$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$16.6M
3
+$15.8M
4
ABBV icon
AbbVie
ABBV
+$7.57M
5
TIF
Tiffany & Co.
TIF
+$7.2M

Top Sells

1
+$37.4M
2
+$29M
3
+$22.7M
4
VZ icon
Verizon
VZ
+$3.51M
5
FDX icon
FedEx
FDX
+$3.06M

Sector Composition

1 Healthcare 24.84%
2 Technology 20.34%
3 Financials 10.9%
4 Consumer Staples 10.89%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$703 0.03%
65,673
127
$614 0.03%
11,960
128
$595 0.02%
80,000
129
$386 0.02%
7,570
130
$292 0.01%
2,400
131
– –
-110,580
132
– –
-86,208
133
– –
-69,751
134
– –
-414,486
135
– –
-1,153,352
2 3 4 5
6