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
$136M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.26M
3
+$90K
4
NUVA
NuVasive, Inc.
NUVA
+$81.4K
5
SYNA icon
Synaptics
SYNA
+$75.3K

Top Sells

1
+$795K
2
+$555K
3
+$342K
4
FWRD icon
Forward Air
FWRD
+$310K
5
EEFT icon
Euronet Worldwide
EEFT
+$248K

Sector Composition

1 Technology 20.19%
2 Industrials 19.38%
3 Consumer Discretionary 17.47%
4 Healthcare 17.05%
5 Financials 13.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.61%
44,996
+1,234
27
$1.9M 1.4%
+57,661
28
$1.8M 1.32%
13,190
-293
29
$1.74M 1.28%
230,088
30
$1.71M 1.26%
4,443
-122
31
$1.68M 1.23%
6,530
32
$1.35M 0.99%
8,805
33
$1.28M 0.94%
6,509
34
$1.26M 0.92%
+37,189
35
$1.25M 0.92%
5,580
-144
36
$1.23M 0.9%
4,473
37
$1.19M 0.87%
8,296
38
$1.08M 0.79%
12,952
39
$1.07M 0.79%
10,490
40
$974K 0.72%
1,896
41
$939K 0.69%
8,620
42
$921K 0.68%
7,510
43
$921K 0.68%
6,409
44
$921K 0.68%
24,565
45
$894K 0.66%
58,980
46
$863K 0.63%
3,557
47
$803K 0.59%
4,403
48
$796K 0.58%
7,072
49
$673K 0.49%
4,853
50
$663K 0.49%
21,269
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