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
$124M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.45M
3
+$1.19M
4
VZ icon
Verizon
VZ
+$1.1M
5
JPM icon
JPMorgan Chase
JPM
+$1.06M

Top Sells

1
+$5.46M
2
+$5.01M
3
+$4.92M
4
GE icon
GE Aerospace
GE
+$4.83M
5
AAPL icon
Apple
AAPL
+$4.5M

Sector Composition

1 Technology 21.98%
2 Industrials 16.38%
3 Healthcare 14.54%
4 Consumer Discretionary 12.5%
5 Financials 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.57M 2.89%
69,804
-106,674
2
$2.94M 2.38%
122,952
-188,432
3
$2.92M 2.37%
38,000
+10,579
4
$2.69M 2.18%
21,069
-24,998
5
$2.6M 2.1%
56,873
-55,414
6
$2.45M 1.98%
20,061
-12,361
7
$2.38M 1.93%
62,784
8
$2.37M 1.92%
20,945
-4,387
9
$2.33M 1.89%
31,409
-47,451
10
$2.33M 1.88%
15,321
-21,775
11
$2.27M 1.84%
37,092
-4,030
12
$2.27M 1.84%
41,087
-53,995
13
$2.26M 1.83%
58,428
-18,762
14
$2.17M 1.76%
21,981
-27,460
15
$2.12M 1.71%
39,676
-70,360
16
$2.08M 1.69%
34,867
17
$2.04M 1.65%
71,479
18
$2.02M 1.64%
12,875
-19,882
19
$1.91M 1.55%
18,066
+11,204
20
$1.88M 1.52%
29,162
21
$1.85M 1.5%
28,328
22
$1.85M 1.5%
+131,972
23
$1.77M 1.43%
39,734
-3,013
24
$1.68M 1.36%
46,958
25
$1.66M 1.35%
24,491
-51,238
1
2 3 4 5