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
$106M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$713K
2
+$552K
3
+$542K
4
CROX icon
Crocs
CROX
+$513K
5
HWM icon
Howmet Aerospace
HWM
+$483K

Top Sells

1
+$670K
2
+$418K
3
+$409K
4
IIIN icon
Insteel Industries
IIIN
+$382K
5
YUM icon
Yum! Brands
YUM
+$270K

Sector Composition

1 Technology 20.9%
2 Industrials 20.69%
3 Healthcare 13.5%
4 Financials 13.28%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$945K 0.89%
17,697
52
$940K 0.89%
31,113
53
$933K 0.88%
10,334
+2,516
54
$914K 0.86%
13,709
-159
55
$911K 0.86%
29,575
56
$877K 0.83%
22,720
-400
57
$875K 0.83%
65,953
58
$873K 0.83%
12,192
-131
59
$869K 0.82%
22,216
60
$852K 0.81%
12,174
61
$850K 0.8%
16,890
62
$830K 0.78%
11,980
63
$829K 0.78%
14,925
64
$814K 0.77%
15,195
65
$746K 0.71%
88,777
66
$742K 0.7%
10,751
67
$741K 0.7%
122,627
68
$741K 0.7%
11,005
69
$633K 0.6%
10,523
-218
70
$609K 0.58%
24,159
71
$577K 0.55%
11,491
72
$572K 0.54%
48,252
73
$553K 0.52%
8,291
-232
74
$533K 0.5%
10,376
-283
75
$520K 0.49%
12,090
1 2
3
4