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
$111M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$1.49M
3 +$1.3M
4
NVST icon
Envista
NVST
+$804K
5
SBH icon
Sally Beauty Holdings
SBH
+$179K

Top Sells

1 +$3.18M
2 +$613K
3 +$603K
4
NFLX icon
Netflix
NFLX
+$548K
5
EGBN icon
Eagle Bancorp
EGBN
+$434K

Sector Composition

1 Industrials 21.4%
2 Technology 19.14%
3 Financials 17.8%
4 Consumer Discretionary 16.34%
5 Healthcare 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-742
77
-101,685