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
$316M
AUM Growth
-$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$725K
3 +$198K
4
GD icon
General Dynamics
GD
+$156K
5
CSCO icon
Cisco
CSCO
+$107K

Top Sells

1 +$15.1M
2 +$12.6M
3 +$11.1M
4
HD icon
Home Depot
HD
+$10.8M
5
CELG
Celgene Corp
CELG
+$10.7M

Sector Composition

1 Consumer Discretionary 19.66%
2 Technology 18.94%
3 Healthcare 15.62%
4 Financials 13.36%
5 Industrials 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-20,040
127
-18,900