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
$141M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.15M
3
+$999K
4
EGBN icon
Eagle Bancorp
EGBN
+$909K
5
FCFS icon
FirstCash
FCFS
+$664K

Top Sells

1
+$3.03M
2
+$991K
3
+$604K
4
MTZ icon
MasTec
MTZ
+$566K
5
RTX icon
RTX Corp
RTX
+$549K

Sector Composition

1 Technology 19.89%
2 Consumer Discretionary 19.39%
3 Financials 18.64%
4 Industrials 14.76%
5 Healthcare 13.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.86%
38,301
-8,786
27
$2.56M 1.81%
401,116
28
$2.1M 1.48%
23,439
29
$1.79M 1.27%
12,768
30
$1.72M 1.22%
39,650
-2,600
31
$1.71M 1.21%
3,907
-88
32
$1.62M 1.15%
6,480
-358
33
$1.59M 1.12%
9,287
-321
34
$1.57M 1.11%
152,895
35
$1.53M 1.08%
4,833
-346
36
$1.51M 1.07%
172,298
37
$1.41M 1%
326,997
-1,671
38
$1.3M 0.92%
5,670
-176
39
$1.19M 0.84%
3,144
-83
40
$1.18M 0.83%
3,891
-113
41
$1.06M 0.75%
29,744
-876
42
$1,000K 0.71%
6,708
-255
43
$990K 0.7%
7,566
-423
44
$918K 0.65%
6,327
-219
45
$913K 0.65%
3,398
-118
46
$911K 0.64%
9,530
-313
47
$903K 0.64%
1,790
-79
48
$827K 0.58%
66,603
-2,307
49
$806K 0.57%
10,651
-293
50
$761K 0.54%
5,214
-190
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