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
$2.08B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$36.1M
3
+$33.1M
4
GILD icon
Gilead Sciences
GILD
+$25.5M
5
MPC icon
Marathon Petroleum
MPC
+$15.7M

Top Sells

1
+$40.3M
2
+$35.7M
3
+$34.1M
4
MDT icon
Medtronic
MDT
+$27.4M
5
AMZN icon
Amazon
AMZN
+$27.4M

Sector Composition

1 Technology 24.54%
2 Financials 13.22%
3 Consumer Discretionary 12.79%
4 Healthcare 12.56%
5 Industrials 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$466K 0.02%
7,570
127
$344K 0.02%
+1,146
128
$195K 0.01%
44,570
-260
129
$117K 0.01%
7,200
-1,729,820
130
– –
-355,433
131
– –
-413,686
132
– –
-672,688
133
– –
-121,705
134
– –
-7,833
2 3 4 5
6