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
$141M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.15M
3
+$999K
4
EGBN icon
Eagle Bancorp
EGBN
+$909K
5
FCFS icon
FirstCash
FCFS
+$664K

Top Sells

1
+$3.03M
2
+$991K
3
+$604K
4
MTZ icon
MasTec
MTZ
+$566K
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
1
$6.67M 4.72%
25,434
2
$5.96M 4.22%
6,866
3
$5.4M 3.82%
216,673
4
$5.03M 3.56%
50,117
+6,619
5
$4.77M 3.37%
51,295
6
$4.55M 3.21%
31,608
-6,889
7
$4.48M 3.17%
83,572
8
$4.29M 3.03%
144,655
9
$4.25M 3%
10,909
+2,955
10
$3.96M 2.8%
44,860
11
$3.95M 2.79%
66,405
12
$3.8M 2.69%
38,960
13
$3.67M 2.6%
98,334
14
$3.51M 2.48%
121,333
+34,497
15
$3.43M 2.42%
122,881
16
$3.31M 2.34%
109,280
17
$3.28M 2.32%
22,962
18
$3.08M 2.18%
12,057
19
$2.88M 2.04%
134,402
+42,374
20
$2.83M 2%
26,900
21
$2.79M 1.97%
38,709
-7,870
22
$2.71M 1.92%
+54,568
23
$2.68M 1.89%
103,659
24
$2.67M 1.89%
192,860
25
$2.67M 1.89%
69,628
1
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