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
$134M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$693K
2
+$485K
3
+$156K
4
WGO icon
Winnebago Industries
WGO
+$127K
5
AKAM icon
Akamai
AKAM
+$62.5K

Top Sells

1
+$780K
2
+$763K
3
+$253K
4
SODA
SodaStream International Ltd
SODA
+$142K

Sector Composition

1 Technology 23.64%
2 Consumer Discretionary 19.26%
3 Industrials 15.56%
4 Financials 12.22%
5 Healthcare 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.55%
33,824
27
$1.97M 1.46%
23,222
+555
28
$1.94M 1.44%
33,207
29
$1.86M 1.38%
22,574
30
$1.78M 1.32%
80,836
31
$1.77M 1.32%
53,419
+3,836
32
$1.73M 1.29%
13,111
33
$1.73M 1.29%
8,366
+223
34
$1.73M 1.29%
35,543
35
$1.59M 1.19%
6,616
+181
36
$1.55M 1.15%
24,858
+700
37
$1.55M 1.15%
25,620
38
$1.52M 1.13%
15,208
39
$1.49M 1.11%
22,568
+796
40
$1.47M 1.09%
13,220
+361
41
$1.44M 1.07%
6,140
+180
42
$1.43M 1.07%
12,174
43
$1.35M 1%
16,890
44
$1.33M 0.99%
33,450
45
$1.28M 0.96%
12,071
46
$1.26M 0.94%
23,663
47
$1.25M 0.93%
13,044
48
$1.16M 0.87%
5,614
49
$1.1M 0.82%
9,794
50
$1.1M 0.82%
26,287
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