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
$2.21B
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$23.3M
3
+$22.4M
4
AAPL icon
Apple
AAPL
+$17.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$17.4M

Top Sells

1
+$31.1M
2
+$24.7M
3
+$19.7M
4
UPS icon
United Parcel Service
UPS
+$16.9M
5
NKE icon
Nike
NKE
+$10.4M

Sector Composition

1 Technology 23.39%
2 Industrials 15.51%
3 Financials 13.49%
4 Healthcare 13.18%
5 Consumer Discretionary 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$465K 0.02%
7,833
127
$439K 0.02%
7,570
128
– –
-244
129
– –
-632,190
130
– –
-69,103
131
– –
-8,193
132
– –
-400,100
133
– –
-117,470
2 3 4 5
6