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
$154M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.4M
3
+$1.26M
4
TTWO icon
Take-Two Interactive
TTWO
+$774K
5
RTX icon
RTX Corp
RTX
+$549K

Top Sells

1
+$2.11M
2
+$1.92M
3
+$1.12M
4
JBTM
JBT Marel
JBTM
+$703K
5
NSP icon
Insperity
NSP
+$648K

Sector Composition

1 Industrials 20.08%
2 Consumer Discretionary 19.67%
3 Technology 18.32%
4 Financials 15.27%
5 Healthcare 14.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$799K 0.52%
4,585
+13
52
$785K 0.51%
8,793
+1,455
53
$781K 0.51%
3,516
-41
54
$705K 0.46%
1,310
55
$671K 0.44%
3,742
-151
56
$648K 0.42%
5,353
+1,137
57
$607K 0.39%
9,117
-218
58
$586K 0.38%
3,163
-352
59
$549K 0.36%
+5,606
60
$546K 0.36%
1,800
+37
61
$515K 0.33%
9,950
62
$511K 0.33%
5,687
-247
63
$486K 0.32%
1,507
64
$475K 0.31%
3,443
-80
65
$450K 0.29%
3,411
-418
66
$425K 0.28%
11,595
+4,660
67
$417K 0.27%
1,684
68
$411K 0.27%
4,154
69
$378K 0.25%
3,944
+228
70
$313K 0.2%
3,065
71
$309K 0.2%
3,504
-97
72
$304K 0.2%
3,631
73
$259K 0.17%
10,829
-179
74
$235K 0.15%
1,134
-66
75
$203K 0.13%
1,168
-68
1 2
3
4