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
1
$6.58M 4.62%
32,504
-466
2
$5.67M 3.99%
9,477
-159
3
$5.56M 3.91%
53,047
4
$5.28M 3.71%
51,295
5
$5.04M 3.55%
44,408
6
$5.02M 3.52%
40,057
7
$4.88M 3.43%
44,996
8
$4.22M 2.97%
49,508
9
$4.14M 2.91%
122,881
+1,351
10
$4.05M 2.85%
144,655
11
$3.95M 2.78%
12,057
12
$3.9M 2.74%
44,825
13
$3.87M 2.72%
87,709
14
$3.81M 2.68%
83,572
15
$3.81M 2.68%
192,860
16
$3.74M 2.63%
102,434
17
$3.63M 2.55%
30,248
18
$3.5M 2.46%
66,405
19
$3.39M 2.38%
380,095
20
$3.02M 2.12%
220,088
21
$3M 2.11%
72,761
+1,419
22
$2.99M 2.1%
32,699
23
$2.62M 1.84%
7,954
24
$2.48M 1.74%
334,954
25
$2.44M 1.72%
57,661
1
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