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
$126M
AUM Growth
+$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$203K
3
+$23.8K

Top Sells

1
+$720K
2
+$222K
3
+$37.6K
4
NKE icon
Nike
NKE
+$23.7K

Sector Composition

1 Technology 23.05%
2 Consumer Discretionary 19.34%
3 Industrials 16.13%
4 Financials 12.52%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.52M 3.59%
101,797
2
$4.19M 3.33%
13,990
-742
3
$4.08M 3.24%
42,846
-7,556
4
$3.94M 3.13%
44,991
5
$3.71M 2.95%
29,820
6
$3.64M 2.89%
18,807
7
$3.58M 2.84%
112,134
8
$3.55M 2.82%
201,649
9
$3.18M 2.53%
167,490
10
$3.1M 2.47%
40,701
11
$3.08M 2.45%
131,906
12
$2.99M 2.38%
50,629
13
$2.94M 2.34%
14,853
14
$2.92M 2.32%
24,654
15
$2.81M 2.23%
31,224
16
$2.53M 2.01%
49,797
17
$2.5M 1.99%
69,562
18
$2.45M 1.95%
50,171
19
$2.35M 1.87%
26,486
20
$2.27M 1.8%
129,297
21
$2.21M 1.75%
35,987
22
$2.16M 1.71%
46,616
23
$2.08M 1.65%
21,097
24
$2.01M 1.6%
49,583
25
$1.98M 1.57%
33,207
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