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
$688M
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.3M
3
+$9.02M
4
JBLU icon
JetBlue
JBLU
+$8.39M
5
MA icon
Mastercard
MA
+$2.89M

Top Sells

1
+$15.3M
2
+$11.6M
3
+$10.6M
4
LPNT
LifePoint Health, Inc.
LPNT
+$7.33M
5
AAPL icon
Apple
AAPL
+$5.13M

Sector Composition

1 Consumer Discretionary 20.95%
2 Technology 18.34%
3 Healthcare 15.49%
4 Financials 13.44%
5 Industrials 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,550
127
– –
-1,922
128
– –
-170,528
129
– –
-8,982
2 3 4 5
6