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
76
$200K 0.15%
1,200
77
$180K 0.14%
11,008
78
$108K 0.08%
43,808
-128,890
79
-121,128