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
$149M
AUM Growth
+$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.65M
2 +$646K
3 +$532K
4
NVTA
Invitae Corporation
NVTA
+$215K
5
TGT icon
Target
TGT
+$211K

Sector Composition

1 Technology 22.96%
2 Consumer Discretionary 19.72%
3 Industrials 14.81%
4 Healthcare 10.38%
5 Financials 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,168
77
-46,827