PIM

Profit Investment Management Portfolio holdings

AUM $24.7M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.05M
2 +$1.11M
3 +$1.04M
4
EGBN icon
Eagle Bancorp
EGBN
+$1.03M
5
FCFS icon
FirstCash
FCFS
+$625K

Top Sells

1 +$3.03M
2 +$1.11M
3 +$784K
4
FWRD icon
Forward Air
FWRD
+$774K
5
RTX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,168