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
$162M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.11M
3
+$1.02M
4
GIII icon
G-III Apparel Group
GIII
+$965K
5
EGBN icon
Eagle Bancorp
EGBN
+$862K

Top Sells

1
+$873K
2
+$633K
3
+$482K
4
BMY icon
Bristol-Myers Squibb
BMY
+$382K
5
BFAM icon
Bright Horizons
BFAM
+$246K

Sector Composition

1 Technology 20.68%
2 Consumer Discretionary 19.37%
3 Industrials 18.73%
4 Healthcare 16.42%
5 Financials 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.09M 1.91%
7,954
+1,298
27
$2.9M 1.79%
112,208
+26,861
28
$2.35M 1.45%
13,483
+78
29
$2.05M 1.27%
5,724
+2,157
30
$2.02M 1.25%
254,247
+51,606
31
$2.01M 1.24%
6,530
+228
32
$1.98M 1.22%
4,565
-152
33
$1.61M 0.99%
58,980
+19,680
34
$1.44M 0.89%
6,509
-431
35
$1.43M 0.88%
8,805
36
$1.43M 0.88%
8,296
+6,474
37
$1.41M 0.87%
10,490
-639
38
$1.34M 0.83%
4,473
+202
39
$1.29M 0.8%
12,952
+577
40
$1.22M 0.75%
24,565
+1,240
41
$1.2M 0.74%
8,620
-620
42
$1.16M 0.71%
7,510
43
$980K 0.61%
6,409
+411
44
$968K 0.6%
1,896
45
$963K 0.59%
7,072
+288
46
$946K 0.58%
2,528
+1,082
47
$943K 0.58%
4,403
+100
48
$907K 0.56%
4,853
+207
49
$892K 0.55%
4,199
+326
50
$862K 0.53%
7,224
+601
1
2
3 4