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
$2.21B
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$24.1M
3
+$22.7M
4
AAPL icon
Apple
AAPL
+$18M
5
MSFT icon
Microsoft
MSFT
+$17.5M

Top Sells

1
+$31.1M
2
+$24.7M
3
+$18.3M
4
UPS icon
United Parcel Service
UPS
+$16.9M
5
ABBV icon
AbbVie
ABBV
+$10.4M

Sector Composition

1 Technology 23.39%
2 Industrials 15.51%
3 Financials 13.49%
4 Healthcare 13.18%
5 Consumer Discretionary 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.3M 3.99%
4,604,768
+939,680
2
$86.2M 3.9%
2,102,944
+425,995
3
$77.8M 3.51%
2,801,261
+598,034
4
$63.1M 2.85%
908,601
-1,495
5
$58M 2.62%
611,426
-103,860
6
$52.9M 2.39%
980,372
-94,520
7
$51.3M 2.32%
1,389,238
-275,290
8
$51M 2.31%
876,542
-50,820
9
$50.5M 2.28%
686,326
-1,676
10
$50.2M 2.27%
600,758
+3,665
11
$48.4M 2.19%
894,149
-120
12
$47M 2.12%
593,520
+37,280
13
$44.4M 2.01%
515,404
-80
14
$44.3M 2%
549,524
-5,440
15
$43.8M 1.98%
555,714
-80
16
$43.1M 1.95%
574,765
+28,670
17
$42.4M 1.92%
568,040
-80
18
$41.2M 1.86%
1,501,457
-245
19
$40.3M 1.82%
355,433
-30
20
$39.7M 1.8%
242,452
+2,215
21
$39.3M 1.78%
749,222
-1,670
22
$39.1M 1.77%
2,660,765
+167,418
23
$37.7M 1.7%
284,208
-50
24
$37M 1.67%
1,433,570
-215
25
$36.5M 1.65%
581,006
1
2 3 4 5