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
$101M
AUM Growth
-$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$924K
2
+$810K
3
+$532K
4
HIMX
Himax Technologies
HIMX
+$432K
5
BFAM icon
Bright Horizons
BFAM
+$401K

Top Sells

1
+$1.85M
2
+$1.67M
3
+$1.35M
4
AAPL icon
Apple
AAPL
+$1.32M
5
HD icon
Home Depot
HD
+$972K

Sector Composition

1 Technology 22.41%
2 Industrials 19.31%
3 Healthcare 14.17%
4 Financials 12.03%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.59M 2.57%
71,479
2
$2.42M 2.4%
33,586
-4,414
3
$2.4M 2.38%
53,205
-9,579
4
$2.35M 2.33%
40,852
-28,952
5
$2.32M 2.3%
34,867
6
$2.2M 2.18%
17,679
-3,266
7
$2.2M 2.17%
31,130
-5,962
8
$2.16M 2.14%
76,408
-46,544
9
$2.12M 2.1%
58,428
10
$2.02M 2%
29,162
11
$1.85M 1.84%
63,557
+6,684
12
$1.82M 1.8%
61,205
13
$1.74M 1.72%
13,516
-7,553
14
$1.72M 1.7%
39,734
15
$1.72M 1.7%
9,822
-5,499
16
$1.68M 1.66%
28,328
17
$1.65M 1.63%
85,021
18
$1.64M 1.62%
19,804
-11,605
19
$1.64M 1.62%
20,008
20
$1.61M 1.6%
14,847
-3,219
21
$1.6M 1.58%
13,828
-6,233
22
$1.48M 1.47%
14,190
-7,791
23
$1.48M 1.46%
46,958
24
$1.42M 1.41%
20,462
25
$1.41M 1.39%
26,719
-14,368
1
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