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