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
$151M
AUM Growth
+$9.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$226K
2 +$211K
3 +$202K
4
XYZ
Block Inc
XYZ
+$172K
5
DIS icon
Walt Disney
DIS
+$155K

Top Sells

1 +$279K
2 +$235K
3 +$174K
4
MRNA icon
Moderna
MRNA
+$136K
5
PEP icon
PepsiCo
PEP
+$73.3K

Sector Composition

1 Industrials 21.09%
2 Consumer Discretionary 19.57%
3 Technology 18.58%
4 Healthcare 14.31%
5 Financials 13.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.13%
+1,236
77
-38,362
78
-1,132