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
76
$275K 0.16%
3,065
77
$262K 0.15%
3,177
-327
78
$204K 0.12%
+342