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
$106M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$713K
2
+$552K
3
+$542K
4
CROX icon
Crocs
CROX
+$513K
5
HWM icon
Howmet Aerospace
HWM
+$483K

Top Sells

1
+$670K
2
+$418K
3
+$409K
4
IIIN icon
Insteel Industries
IIIN
+$382K
5
YUM icon
Yum! Brands
YUM
+$270K

Sector Composition

1 Technology 20.9%
2 Industrials 20.69%
3 Healthcare 13.5%
4 Financials 13.28%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.37%
20,008
27
$1.44M 1.36%
23,549
+11,705
28
$1.39M 1.32%
20,902
29
$1.38M 1.31%
92,000
30
$1.37M 1.3%
8,384
31
$1.35M 1.28%
15,238
-175
32
$1.35M 1.28%
33,548
33
$1.35M 1.27%
54,959
34
$1.34M 1.27%
20,462
35
$1.34M 1.27%
26,394
-325
36
$1.32M 1.25%
15,339
-188
37
$1.31M 1.24%
58,166
38
$1.3M 1.23%
8,105
-83
39
$1.28M 1.21%
27,345
40
$1.2M 1.13%
17,382
41
$1.15M 1.08%
6,749
42
$1.13M 1.07%
6,794
43
$1.08M 1.02%
15,201
-162
44
$1.05M 0.99%
26,520
45
$1.05M 0.99%
22,504
-296
46
$1.03M 0.98%
90,376
47
$1.03M 0.98%
14,300
-172
48
$988K 0.93%
13,712
49
$981K 0.93%
13,044
50
$955K 0.9%
139,209
+74,752
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