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

Top Buys

1 +$2.51M
2 +$735K
3 +$201K
4
GD icon
General Dynamics
GD
+$162K
5
CSCO icon
Cisco
CSCO
+$108K

Top Sells

1 +$14.3M
2 +$13.7M
3 +$10.6M
4
HSY icon
Hershey
HSY
+$10.4M
5
HD icon
Home Depot
HD
+$10.4M

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
-31,421
127
-31,079