PIM
Profit Investment Management Portfolio holdings
AUM
$111M
This Quarter Return
-4.61%
1 Year Return
+13.39%
3 Year Return
+84.6%
5 Year Return
+182.01%
10 Year Return
+537%
AUM
$141M
AUM Growth
+$141M
(-8.1%)
Cap. Flow
-$864K
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
34.9%
Holding
76
New
1
Increased
4
Reduced
33
Closed
4
Top Buys
| 1 |
Globus Medical
GMED
|
$2.71M |
| 2 |
Boston Beer
SAM
|
$1.15M |
| 3 |
Live Oak Bancshares
LOB
|
$999K |
| 4 |
Eagle Bancorp
EGBN
|
$909K |
| 5 |
FirstCash
FCFS
|
$664K |
Top Sells
| 1 |
NUVA
NuVasive, Inc.
NUVA
|
$3.03M |
| 2 |
WESCO International
WCC
|
$991K |
| 3 |
Forward Air
FWRD
|
$604K |
| 4 |
MasTec
MTZ
|
$566K |
| 5 |
RTX Corp
RTX
|
$549K |
Sector Composition
| 1 | Technology | 19.89% |
| 2 | Consumer Discretionary | 19.39% |
| 3 | Financials | 18.64% |
| 4 | Industrials | 14.76% |
| 5 | Healthcare | 13.1% |