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
$162M
AUM Growth
+$2.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.11M
3
+$1.02M
4
GIII icon
G-III Apparel Group
GIII
+$965K
5
EGBN icon
Eagle Bancorp
EGBN
+$862K

Top Sells

1
+$873K
2
+$633K
3
+$482K
4
BMY icon
Bristol-Myers Squibb
BMY
+$382K
5
BFAM icon
Bright Horizons
BFAM
+$246K

Sector Composition

1 Technology 20.68%
2 Consumer Discretionary 19.37%
3 Industrials 18.73%
4 Healthcare 16.42%
5 Financials 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$859K 0.53%
3,557
+191
52
$857K 0.53%
6,314
+257
53
$794K 0.49%
5,793
+230
54
$789K 0.49%
46,660
+20,867
55
$754K 0.47%
1,310
56
$740K 0.46%
21,269
57
$700K 0.43%
4,192
58
$686K 0.42%
4,920
+520
59
$556K 0.34%
9,950
60
– –
0
61
$543K 0.34%
34,600
62
$532K 0.33%
2,119
+231
63
$516K 0.32%
4,658
+452
64
$498K 0.31%
1,507
65
$434K 0.27%
3,523
+307
66
$407K 0.25%
3,631
67
$405K 0.25%
7,947
68
$389K 0.24%
1,684
69
$387K 0.24%
3,716
+516
70
$378K 0.23%
4,154
71
$367K 0.23%
3,065
72
$359K 0.22%
6,935
73
$343K 0.21%
3,395
74
$328K 0.2%
13,516
+1,844
75
$324K 0.2%
1,132
1 2
3
4