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
$154M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.4M
3
+$1.26M
4
TTWO icon
Take-Two Interactive
TTWO
+$774K
5
RTX icon
RTX Corp
RTX
+$549K

Top Sells

1
+$2.11M
2
+$1.92M
3
+$1.12M
4
JBTM
JBT Marel
JBTM
+$703K
5
NSP icon
Insperity
NSP
+$648K

Sector Composition

1 Industrials 20.08%
2 Consumer Discretionary 19.67%
3 Technology 18.32%
4 Financials 15.27%
5 Healthcare 14.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.91M 4.49%
25,434
-7,070
2
$6.89M 4.48%
38,497
-1,560
3
$5.56M 3.61%
6,866
-2,611
4
$5.49M 3.57%
46,579
-2,929
5
$5.04M 3.28%
44,860
-136
6
$5.04M 3.27%
51,295
7
$5M 3.25%
47,087
-5,960
8
$4.81M 3.13%
144,655
9
$4.63M 3.01%
38,960
-5,448
10
$4.43M 2.88%
66,405
11
$4.35M 2.83%
83,572
12
$4.21M 2.74%
98,334
-4,100
13
$4.18M 2.71%
216,673
-3,415
14
$4.16M 2.7%
122,881
15
$4.06M 2.64%
43,498
-1,327
16
$3.83M 2.49%
192,860
17
$3.53M 2.3%
22,962
-7,286
18
$3.26M 2.12%
26,900
-5,799
19
$3.23M 2.1%
109,280
+47,316
20
$3.03M 1.97%
72,761
21
$2.82M 1.84%
103,659
+85,723
22
$2.8M 1.82%
69,628
+11,967
23
$2.71M 1.76%
12,057
24
$2.69M 1.75%
401,116
+21,021
25
$2.45M 1.59%
7,954
1
2 3 4