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
$177M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.74M
3
+$1.14M
4
WDFC icon
WD-40
WDFC
+$994K
5
UA icon
Under Armour Class C
UA
+$842K

Top Sells

1
+$7.45M
2
+$2.08M
3
+$1.78M
4
CMTL icon
Comtech Telecommunications
CMTL
+$1.72M
5
GMED icon
Globus Medical
GMED
+$1.57M

Sector Composition

1 Consumer Discretionary 22.24%
2 Financials 16.55%
3 Technology 15.92%
4 Industrials 15.68%
5 Healthcare 12.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.91M 1.64%
32,190
-550
27
$2.86M 1.62%
133,821
28
$2.6M 1.47%
40,306
29
$2.51M 1.42%
25,760
30
$2.44M 1.38%
+177,531
31
$2.36M 1.33%
128,544
32
$1.99M 1.12%
4,725
-58
33
$1.91M 1.08%
12,864
34
$1.88M 1.06%
3,102
-13
35
$1.74M 0.98%
+139,881
36
$1.68M 0.95%
71,676
-75,841
37
$1.59M 0.9%
9,287
38
$1.58M 0.89%
5,712
-7,527
39
$1.52M 0.86%
5,435
-50
40
$1.47M 0.83%
3,828
-63
41
$1.35M 0.76%
25,246
-29,322
42
$1.32M 0.74%
42,341
43
$1.31M 0.74%
29,744
44
$1.29M 0.73%
5,677
45
$1.27M 0.72%
6,327
46
$1.22M 0.69%
6,708
47
$1.14M 0.65%
7,566
48
$1.13M 0.64%
9,228
49
$1.07M 0.6%
6,064
50
$998K 0.56%
6,148
-97
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2
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