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
$2.44M
AUM Growth
-$2.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$17.4K
2
+$16.8K
3
+$15K
4
ABBV icon
AbbVie
ABBV
+$7.64K
5
GS icon
Goldman Sachs
GS
+$7.07K

Top Sells

1
+$37.4M
2
+$29M
3
+$3.51M
4
PFE icon
Pfizer
PFE
+$2.29M
5
AMZN icon
Amazon
AMZN
+$1.53M

Sector Composition

1 Healthcare 24.84%
2 Technology 20.34%
3 Financials 10.9%
4 Consumer Staples 10.89%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$301K 12.35%
789,567
-40,909
2
$65.6K 2.69%
3,851,400
-106,344
3
$64.9K 2.66%
1,786,208
-88,690
4
$60.1K 2.46%
1,805,838
-90,893
5
$54K 2.21%
1,129,272
-63,692
6
$51.3K 2.1%
665,580
-38,696
7
$51.3K 2.1%
992,045
-52,725
8
$50.9K 2.09%
639,928
-31,456
9
$50.4K 2.07%
742,556
-37,284
10
$49.1K 2.01%
430,628
-28,380
11
$48.4K 1.98%
957,074
+85,466
12
$47.1K 1.93%
983,001
-53,642
13
$46.2K 1.89%
608,746
-31,660
14
$45.8K 1.88%
605,938
+198,190
15
$43.6K 1.79%
559,624
-23,031
16
$42.7K 1.75%
729,799
+116,819
17
$42.3K 1.73%
1,938,077
-106,036
18
$41.5K 1.7%
778,973
-38,223
19
$40.6K 1.66%
1,588,267
-82,157
20
$40.4K 1.65%
599,637
-32,346
21
$39.6K 1.62%
433,646
-21,529
22
$38.4K 1.57%
659,026
-34,202
23
$38.4K 1.57%
599,605
-31,171
24
$37.8K 1.55%
661,081
-36,822
25
$36.4K 1.49%
315,834
+3,598
1
2 3 4 5