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
76
$248K 0.15%
1,902
77
$233K 0.14%
1,200
78
$214K 0.13%
26,469
79
– –
-1,954
80
– –
-6,137
81
– –
-2,993
82
– –
-3,010
83
– –
-1,236
84
– –
-4,558
1 2 3
4