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
$1.91B
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$28.4M
3
+$28.2M
4
SNDK
SANDISK CORP
SNDK
+$11.5M
5
VMW
VMware, Inc
VMW
+$11.3M

Top Sells

1
+$36.7M
2
+$33M
3
+$28.9M
4
COO icon
Cooper Companies
COO
+$24.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$23.5M

Sector Composition

1 Technology 25.79%
2 Financials 14.5%
3 Healthcare 14.01%
4 Consumer Discretionary 11.79%
5 Industrials 11.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$712K 0.04%
171,602
-30,135
127
$646K 0.03%
80,000
128
$413K 0.02%
7,570
129
$207K 0.01%
+1
130
– –
-569,435
131
– –
-1,146
132
– –
-7,200
2 3 4 5
6