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
51
$1.04M 0.6%
1,974
+184
52
$979K 0.56%
3,398
53
$959K 0.55%
2,010
-1,897
54
$915K 0.52%
6,245
+1,031
55
$865K 0.5%
1,310
56
$833K 0.48%
9,228
+692
57
$812K 0.46%
66,603
58
$736K 0.42%
4,333
+1,170
59
$702K 0.4%
10,259
-392
60
$702K 0.4%
4,979
-158
61
$684K 0.39%
6,874
-232
62
$654K 0.37%
8,455
-356
63
$629K 0.36%
5,318
-83
64
$581K 0.33%
1,507
65
$557K 0.32%
3,540
66
$507K 0.29%
3,562
+361
67
$503K 0.29%
9,950
68
$449K 0.26%
1,660
69
$426K 0.24%
1,684
70
$416K 0.24%
3,422
+214
71
$399K 0.23%
4,154
72
$344K 0.2%
3,636
73
$334K 0.19%
11,595
74
$326K 0.19%
3,631
75
$323K 0.18%
10,306
1 2
3
4