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
$143M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.48M
3
+$1.28M
4
PG icon
Procter & Gamble
PG
+$1.03M
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$981K

Top Sells

1
+$1.67M
2
+$1.37M
3
+$1.25M
4
FICO icon
Fair Isaac
FICO
+$1.11M
5
EPAM icon
EPAM Systems
EPAM
+$700K

Sector Composition

1 Technology 19.66%
2 Consumer Discretionary 18.87%
3 Healthcare 14.11%
4 Industrials 12.67%
5 Financials 10.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.04M 3.52%
15,353
+500
2
$4.89M 3.42%
161,522
-18,517
3
$4M 2.79%
42,125
4
$3.86M 2.7%
290,396
+141,902
5
$3.81M 2.66%
103,504
6
$3.73M 2.6%
131,904
7
$3.54M 2.47%
6,596
-2,556
8
$3.44M 2.4%
24,654
9
$3.26M 2.28%
48,976
-25,031
10
$3.02M 2.11%
15,660
+1,371
11
$3.02M 2.11%
7,214
-2,659
12
$3.01M 2.11%
14,809
-2,139
13
$2.99M 2.09%
42,319
14
$2.98M 2.09%
83,754
-18,971
15
$2.96M 2.07%
32,468
-6,076
16
$2.93M 2.05%
167,490
17
$2.91M 2.03%
82,899
+36,558
18
$2.63M 1.84%
10,451
-2,778
19
$2.53M 1.77%
39,063
20
$2.51M 1.75%
39,762
-7,111
21
$2.5M 1.75%
50,155
22
$2.48M 1.74%
28,876
23
$2.38M 1.66%
52,921
24
$2.34M 1.64%
23,895
+865
25
$2.24M 1.57%
8,950
+584
1
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