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
$127M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.5M
3
+$2.24M
4
HOV icon
Hovnanian Enterprises
HOV
+$2.07M
5
VSCO icon
Victoria's Secret
VSCO
+$1.52M

Top Sells

1
+$2.79M
2
+$2.75M
3
+$2.35M
4
LOB icon
Live Oak Bancshares
LOB
+$2.31M
5
WCC icon
WESCO International
WCC
+$2.27M

Sector Composition

1 Consumer Discretionary 22.5%
2 Technology 18.16%
3 Industrials 16.08%
4 Financials 14.64%
5 Healthcare 14.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.62%
94,347
-50,403
27
$2.06M 1.62%
232,814
-68,210
28
$1.99M 1.56%
4,618
-71
29
$1.93M 1.52%
19,564
-10,884
30
$1.91M 1.5%
15,700
-616
31
$1.9M 1.49%
2,673
-533
32
$1.76M 1.38%
22,687
-10,275
33
$1.7M 1.34%
10,136
-13,512
34
$1.69M 1.33%
872
-975
35
$1.65M 1.3%
9,952
-13,010
36
$1.65M 1.3%
150,170
-90,025
37
$1.62M 1.28%
4,007
-189
38
$1.55M 1.22%
329,822
-241,502
39
$1.54M 1.21%
5,880
-184
40
$1.52M 1.2%
+59,274
41
$1.44M 1.13%
5,226
-209
42
$1.43M 1.13%
5,280
-397
43
$1.4M 1.1%
4,848
-6,139
44
$1.37M 1.08%
60,555
45
$1.36M 1.07%
8,178
-591
46
$1.32M 1.04%
6,264
-63
47
$1.28M 1.01%
6,481
-227
48
$1.17M 0.92%
4,039
-7,676
49
$1.15M 0.91%
1,974
50
$1.12M 0.88%
11,608
+343
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