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
76
-6,113