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
$160M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.4M
3
+$1.35M
4
SBH icon
Sally Beauty Holdings
SBH
+$1.17M
5
NVST icon
Envista
NVST
+$991K

Top Sells

1
+$4.25M
2
+$3.1M
3
+$2.59M
4
ROL icon
Rollins
ROL
+$2.59M
5
NVDA icon
NVIDIA
NVDA
+$1.96M

Sector Composition

1 Consumer Discretionary 22.32%
2 Industrials 16.45%
3 Technology 15.75%
4 Healthcare 14.88%
5 Financials 14.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$323K 0.2%
4,154
77
$317K 0.2%
+3,636
78
$303K 0.19%
+546
79
$250K 0.16%
3,177
80
$216K 0.14%
3,065
81
$207K 0.13%
969
82
– –
-75,554
83
– –
-42,341
1 2 3
4