PIM

Profit Investment Management Portfolio holdings

AUM $24.7M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$111M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.47M
3
+$1.27M
4
NVST icon
Envista
NVST
+$903K
5
SBH icon
Sally Beauty Holdings
SBH
+$192K

Top Sells

1
+$3.18M
2
+$649K
3
+$613K
4
GIII icon
G-III Apparel Group
GIII
+$536K
5
EGBN icon
Eagle Bancorp
EGBN
+$455K

Sector Composition

1 Industrials 21.4%
2 Technology 19.14%
3 Financials 17.8%
4 Consumer Discretionary 16.34%
5 Healthcare 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.45%
24,716
27
$1.59M 1.44%
872
28
$1.58M 1.42%
7,700
-221
29
$1.56M 1.4%
329,822
30
$1.55M 1.4%
+47,623
31
$1.51M 1.36%
74,809
32
$1.47M 1.32%
+6,936
33
$1.44M 1.3%
9,952
34
$1.44M 1.3%
8,178
35
$1.44M 1.3%
23,967
36
$1.44M 1.3%
4,517
-102
37
$1.34M 1.21%
4,623
-184
38
$1.27M 1.15%
+31,388
39
$1.26M 1.14%
3,550
-650
40
$1.24M 1.12%
81,762
41
$1.21M 1.1%
3,313
-121
42
$1.14M 1.02%
9,156
-335
43
$1.12M 1.01%
6,043
44
$1.07M 0.96%
1,507
45
$1.05M 0.95%
2,349
46
$1.05M 0.95%
3,344
-626
47
$1.02M 0.92%
1,035
48
$878K 0.79%
15,554
49
$856K 0.77%
106,390
50
$758K 0.68%
40,928
-697
1
2
3 4