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

Top Buys

1
+$11.8M
2
+$10.7M
3
+$9.18M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.94M
5
MA icon
Mastercard
MA
+$2.77M

Top Sells

1
+$13.3M
2
+$11.5M
3
+$10.6M
4
LPNT
LifePoint Health, Inc.
LPNT
+$6.4M
5
AAPL icon
Apple
AAPL
+$4.82M

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
– –
-170,528
127
– –
-1,922
128
– –
-2,550
129
– –
-1
2 3 4 5
6