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
$2.2B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$31.7M
3
+$31.1M
4
BEAV
B/E Aerospace Inc
BEAV
+$30.8M
5
CMCSA icon
Comcast
CMCSA
+$30.3M

Top Sells

1
+$35.1M
2
+$28.5M
3
+$27.5M
4
FDX icon
FedEx
FDX
+$21M
5
TDC icon
Teradata
TDC
+$18M

Sector Composition

1 Technology 21.61%
2 Industrials 16.37%
3 Financials 14.35%
4 Healthcare 14.2%
5 Consumer Discretionary 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$9K ﹤0.01%
244
-408,308
127
– –
-240,622
128
– –
-408,185
129
– –
-96,560
130
– –
-921,916
131
– –
-23,600
132
– –
-1,505,735
133
– –
-661,081
134
– –
-2,400
135
– –
-59,375
2 3 4 5
6