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
$136M
AUM Growth
+$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$522K
3
+$462K
4
GIII icon
G-III Apparel Group
GIII
+$320K
5
COO icon
Cooper Companies
COO
+$216K

Top Sells

1
+$923K
2
+$298K
3
+$58.6K
4
PEP icon
PepsiCo
PEP
+$52.5K
5
RTX icon
RTX Corp
RTX
+$52K

Sector Composition

1 Technology 22.57%
2 Consumer Discretionary 18.13%
3 Industrials 15.87%
4 Financials 13.03%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.81%
9,794
52
$1.09M 0.8%
6,616
53
$1.08M 0.8%
26,287
54
$1.06M 0.78%
12,984
-635
55
$1.03M 0.76%
5,614
56
$1.03M 0.76%
11,168
57
$1.01M 0.75%
13,044
58
$986K 0.73%
10,206
59
$945K 0.7%
10,820
-671
60
$944K 0.7%
16,890
61
$890K 0.66%
11,005
62
$656K 0.48%
22,512
63
$583K 0.43%
7,919
64
$579K 0.43%
2,831
65
$329K 0.24%
2,970
66
$320K 0.24%
3,992
67
$298K 0.22%
2,722
-400
68
$280K 0.21%
5,180
69
$269K 0.2%
2,766
70
$247K 0.18%
11,560
71
$235K 0.17%
4,911
72
$216K 0.16%
+2,564
73
$209K 0.15%
2,024
1 2
3