PIM

Profit Investment Management Portfolio holdings

AUM $24.7M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$222K
2
+$207K
3
+$57.4K
4
TSLA icon
Tesla
TSLA
+$51.3K
5
NVST icon
Envista
NVST
+$46.2K

Top Sells

1
+$459K
2
+$352K
3
+$92.8K
4
FICO icon
Fair Isaac
FICO
+$83.7K
5
HCA icon
HCA Healthcare
HCA
+$28.9K

Sector Composition

1 Industrials 19.7%
2 Consumer Discretionary 18.99%
3 Technology 17.86%
4 Healthcare 15.55%
5 Financials 15.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$707K 0.5%
5,740
+271
52
$649K 0.46%
24,565
53
$598K 0.42%
1,310
54
$596K 0.42%
4,002
55
$548K 0.38%
6,496
56
$517K 0.36%
1,507
57
$503K 0.35%
5,793
58
$478K 0.34%
3,523
59
$474K 0.33%
9,950
60
$429K 0.3%
6,832
+518
61
$423K 0.3%
1,763
-129
62
$422K 0.3%
17,936
63
$420K 0.3%
34,600
64
$413K 0.29%
4,651
65
$412K 0.29%
4,154
66
$355K 0.25%
6,935
67
$337K 0.24%
4,330
68
$307K 0.22%
3,716
69
$296K 0.21%
3,631
70
$292K 0.21%
1,684
71
$286K 0.2%
7,267
72
$285K 0.2%
3,065
73
$279K 0.2%
1,132
74
$257K 0.18%
1,200
75
$175K 0.12%
11,008
1 2
3
4