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
$136M
AUM Growth
+$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$802K
2
+$522K
3
+$462K
4
GIII icon
G-III Apparel Group
GIII
+$320K
5
COO icon
Cooper Companies
COO
+$216K

Top Sells

1
+$923K
2
+$298K
3
+$58.6K
4
PEP icon
PepsiCo
PEP
+$52.5K
5
RTX icon
RTX Corp
RTX
+$52K

Sector Composition

1 Technology 22.57%
2 Consumer Discretionary 18.13%
3 Industrials 15.87%
4 Financials 13.03%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.08M 3.74%
53,690
2
$4.28M 3.15%
11,336
3
$4.26M 3.13%
14,853
4
$3.88M 2.86%
100,466
5
$3.86M 2.84%
22,316
6
$3.63M 2.67%
11,562
-2,938
7
$3.55M 2.61%
29,039
8
$3.5M 2.58%
28,876
9
$3.31M 2.44%
112,690
+10,893
10
$3.15M 2.32%
131,904
11
$3.15M 2.32%
112,134
12
$3.12M 2.3%
31,224
13
$2.97M 2.18%
50,155
+1,602
14
$2.95M 2.17%
125,396
+34,123
15
$2.87M 2.12%
167,490
16
$2.8M 2.06%
24,654
17
$2.78M 2.04%
53,883
18
$2.58M 1.9%
19,240
-2,226
19
$2.56M 1.88%
15,208
20
$2.54M 1.87%
46,827
21
$2.5M 1.84%
129,297
22
$2.48M 1.83%
14,289
-195
23
$2.47M 1.82%
42,319
24
$2.47M 1.82%
124,856
25
$2.35M 1.73%
47,460
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