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
$131M
AUM Growth
-$5.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.08M
3
+$894K
4
NUVA
NuVasive, Inc.
NUVA
+$581K
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$524K

Top Sells

1
+$4.8M
2
+$485K
3
+$318K
4
AAPL icon
Apple
AAPL
+$108K
5
HD icon
Home Depot
HD
+$64K

Sector Composition

1 Industrials 20.01%
2 Consumer Discretionary 18.41%
3 Technology 17.8%
4 Healthcare 16.43%
5 Financials 15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.75M 4.4%
32,970
2
$4.79M 3.66%
53,047
3
$4.78M 3.66%
40,057
4
$4.53M 3.47%
44,408
5
$4.49M 3.44%
51,295
-5,546
6
$4.37M 3.34%
12,057
7
$4.25M 3.25%
30,248
8
$3.99M 3.05%
121,530
9
$3.97M 3.04%
9,636
10
$3.93M 3.01%
87,709
11
$3.71M 2.84%
192,860
12
$3.55M 2.72%
102,434
13
$3.53M 2.71%
66,405
14
$3.48M 2.66%
144,655
15
$3.31M 2.53%
334,954
+53,064
16
$3.29M 2.52%
220,088
17
$3.29M 2.52%
44,825
18
$3.15M 2.41%
49,508
19
$3.13M 2.39%
71,342
+13,267
20
$3.12M 2.39%
83,572
21
$3.09M 2.37%
44,996
22
$2.81M 2.15%
32,699
23
$2.57M 1.97%
7,954
24
$2.33M 1.78%
76,181
+38,992
25
$2.32M 1.78%
23,439
1
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