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
$142M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$234K
2
+$187K
3
+$58.5K
4
NVST icon
Envista
NVST
+$45.5K
5
TSLA icon
Tesla
TSLA
+$33.4K

Top Sells

1
+$459K
2
+$352K
3
+$95.2K
4
RS icon
Reliance Steel & Aluminium
RS
+$94.3K
5
HCA icon
HCA Healthcare
HCA
+$31K

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
76
$71.4K 0.05%
38,362
-5,446
77
– –
-3,395
78
– –
-5,606
1 2 3
4