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
$1.86B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$35.3M
3
+$34.1M
4
TWTR
Twitter, Inc.
TWTR
+$34M
5
HPQ icon
HP
HPQ
+$22.1M

Top Sells

1
+$47.1M
2
+$44.8M
3
+$43.4M
4
INTC icon
Intel
INTC
+$40.2M
5
CMCSA icon
Comcast
CMCSA
+$38.7M

Sector Composition

1 Technology 18.71%
2 Consumer Discretionary 17.57%
3 Healthcare 16.03%
4 Financials 14.07%
5 Industrials 13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$900K 0.05%
7,048
127
$882K 0.05%
12,843
128
$752K 0.04%
36,770
129
$621K 0.03%
7,155
-30,659
130
$598K 0.03%
8,626
-31,760
131
$571K 0.03%
23,154
132
$354K 0.02%
4,527
-23,146
133
$350K 0.02%
8,632
134
$217K 0.01%
1
135
$41K ﹤0.01%
+1,254
136
– –
-341,414
2 3 4 5
6