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
$175M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.44M
3
+$2.36M
4
TEX icon
Terex
TEX
+$2.08M
5
HP icon
Helmerich & Payne
HP
+$2.04M

Top Sells

1
+$2.96M
2
+$1.23M
3
+$854K
4
WGO icon
Winnebago Industries
WGO
+$373K
5
NVDA icon
NVIDIA
NVDA
+$320K

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
1 2 3
4