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
$159M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.51M
3
+$2.15M
4
AEL
American Equity Investment Life Holding Company
AEL
+$1.72M
5
PETS icon
PetMed Express
PETS
+$1.46M

Top Sells

1
+$3.59M
2
+$2.65M
3
+$1.15M
4
NSP icon
Insperity
NSP
+$791K
5
MTZ icon
MasTec
MTZ
+$783K

Sector Composition

1 Technology 21.03%
2 Consumer Discretionary 20.68%
3 Industrials 18.57%
4 Healthcare 14.89%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 1.67%
35,602
27
$2.48M 1.56%
47,347
+3,677
28
$2.38M 1.5%
13,405
+1,144
29
$2.29M 1.44%
4,717
30
$2.15M 1.36%
85,347
+57,658
31
$2.12M 1.33%
6,302
+24
32
$1.85M 1.17%
11,129
+571
33
$1.77M 1.12%
4,271
+258
34
$1.5M 0.95%
6,940
+642
35
$1.34M 0.84%
9,240
-940
36
$1.33M 0.84%
7,510
37
$1.26M 0.79%
3,567
+543
38
$1.2M 0.75%
23,325
+3,057
39
$1.2M 0.75%
12,375
+1,669
40
$1.19M 0.75%
+8,805
41
$1.16M 0.73%
39,300
-4,820
42
$1.07M 0.68%
6,784
+1,467
43
$981K 0.62%
5,998
+1,013
44
$979K 0.62%
6,057
+2,232
45
$953K 0.6%
1,896
46
$922K 0.58%
4,303
+790
47
$897K 0.56%
3,873
+802
48
$873K 0.55%
2,993
49
$870K 0.55%
1,446
+261
50
$862K 0.54%
5,563
+1,760
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