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
1
$7.78M 4.45%
228,991
+12,318
2
$5.88M 3.37%
54,387
+3,092
3
$5.86M 3.36%
128,846
+7,513
4
$5.81M 3.33%
20,789
-4,645
5
$5.74M 3.29%
52,981
+2,864
6
$5.18M 2.96%
29,775
-1,833
7
$4.94M 2.83%
88,544
+4,972
8
$4.91M 2.81%
41,918
+2,958
9
$4.69M 2.68%
118,355
+9,075
10
$4.64M 2.66%
106,330
+7,996
11
$4.57M 2.62%
3,927
-2,939
12
$4.51M 2.58%
48,261
+3,401
13
$4.45M 2.55%
147,517
+13,115
14
$4.42M 2.53%
60,586
-5,819
15
$4.39M 2.52%
154,474
+9,819
16
$4.05M 2.32%
11,709
+800
17
$3.94M 2.25%
13,239
+1,182
18
$3.74M 2.14%
447,873
+46,757
19
$3.64M 2.08%
24,562
+1,600
20
$3.48M 1.99%
+186,922
21
$3.39M 1.94%
112,530
+8,871
22
$3.25M 1.86%
42,897
+4,188
23
$3.22M 1.84%
133,821
+10,940
24
$3.12M 1.79%
75,538
+5,910
25
$2.99M 1.71%
208,805
+15,945
1
2 3 4