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
$144M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.44M
3
+$1M

Top Sells

1
+$7.69M
2
+$3.15M
3
+$3.06M
4
WCC icon
WESCO International
WCC
+$2.67M
5
CMTL icon
Comtech Telecommunications
CMTL
+$2.41M

Sector Composition

1 Consumer Discretionary 21.8%
2 Industrials 21.37%
3 Technology 18.53%
4 Healthcare 10.03%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.23%
6,278
27
$1.73M 1.21%
12,261
28
$1.53M 1.07%
10,558
29
$1.4M 0.97%
6,298
30
$1.36M 0.95%
10,180
31
$1.34M 0.93%
78,154
-178,392
32
$1.32M 0.92%
4,013
33
$1.16M 0.81%
7,510
-12,692
34
$1.08M 0.75%
20,268
35
$917K 0.64%
3,825
36
$913K 0.63%
44,120
37
$886K 0.62%
34,600
-93,946
38
$871K 0.61%
5,317
39
$868K 0.6%
10,706
40
$808K 0.56%
2,993
41
$786K 0.55%
26,577
-47,262
42
$782K 0.54%
3,024
43
$755K 0.53%
25,052
-56,667
44
$749K 0.52%
3,525
45
$745K 0.52%
27,689
-70,959
46
$741K 0.52%
1,896
47
$740K 0.51%
21,269
-51,824
48
$722K 0.5%
1,185
49
$703K 0.49%
3,071
-200
50
$698K 0.49%
4,985
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