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
$175M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.89M
3
+$2.61M
4
TEX icon
Terex
TEX
+$2.32M
5
HP icon
Helmerich & Payne
HP
+$1.91M

Top Sells

1
+$3.42M
2
+$1.3M
3
+$905K
4
WGO icon
Winnebago Industries
WGO
+$424K
5
NVDA icon
NVIDIA
NVDA
+$342K

Sector Composition

1 Consumer Discretionary 19.16%
2 Financials 18.67%
3 Technology 18.56%
4 Industrials 16.25%
5 Healthcare 12.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 1.68%
25,760
+2,321
27
$2.91M 1.66%
54,568
28
$2.89M 1.66%
+12,098
29
$2.84M 1.63%
28,574
+1,674
30
$2.66M 1.52%
42,341
+4,040
31
$2.61M 1.49%
+128,544
32
$2.32M 1.33%
+40,306
33
$2.07M 1.19%
12,864
+96
34
$1.91M 1.09%
+52,691
35
$1.8M 1.03%
4,783
-50
36
$1.79M 1.02%
9,287
37
$1.72M 0.98%
203,656
+31,358
38
$1.64M 0.94%
389,274
+62,277
39
$1.62M 0.93%
32,740
-6,910
40
$1.52M 0.87%
3,115
-29
41
$1.51M 0.86%
6,064
-416
42
$1.49M 0.86%
29,744
43
$1.43M 0.82%
5,485
-185
44
$1.38M 0.79%
182,333
+29,438
45
$1.35M 0.77%
3,891
46
$1.08M 0.62%
6,327
47
$1.06M 0.61%
5,677
+1,092
48
$1.06M 0.61%
7,566
49
$1.04M 0.6%
9,617
+87
50
$1.04M 0.6%
6,708
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