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
$154M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.4M
3
+$1.26M
4
TTWO icon
Take-Two Interactive
TTWO
+$774K
5
RTX icon
RTX Corp
RTX
+$549K

Top Sells

1
+$2.11M
2
+$1.92M
3
+$1.12M
4
JBTM
JBT Marel
JBTM
+$703K
5
NSP icon
Insperity
NSP
+$648K

Sector Composition

1 Industrials 20.08%
2 Consumer Discretionary 19.67%
3 Technology 18.32%
4 Financials 15.27%
5 Healthcare 14.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.48%
86,836
+10,655
27
$2.17M 1.41%
328,668
-4,195
28
$2.11M 1.37%
152,895
+37,473
29
$2M 1.3%
23,439
30
$1.95M 1.27%
92,028
-298
31
$1.88M 1.22%
12,768
+5,258
32
$1.86M 1.21%
9,608
-2,431
33
$1.79M 1.16%
6,838
+10
34
$1.79M 1.16%
42,250
-13,550
35
$1.76M 1.15%
5,179
-941
36
$1.6M 1.04%
3,995
-30
37
$1.57M 1.02%
172,298
+137,698
38
$1.42M 0.92%
3,227
-126
39
$1.39M 0.9%
5,846
-398
40
$1.24M 0.81%
4,004
-92
41
$1.09M 0.71%
9,843
-213
42
$1.04M 0.68%
68,910
+6,384
43
$1.02M 0.67%
30,620
-415
44
$956K 0.62%
7,989
-631
45
$955K 0.62%
10,944
-838
46
$952K 0.62%
6,546
-160
47
$938K 0.61%
6,963
-167
48
$898K 0.58%
1,869
-27
49
$888K 0.58%
7,308
-100
50
$820K 0.53%
5,404
-266
1
2
3 4