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
$131M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.22M
3
+$1.2M
4
FDS icon
Factset
FDS
+$1.1M
5
POLY
Plantronics, Inc.
POLY
+$1.08M

Top Sells

1
+$2.5M
2
+$1.68M
3
+$885K
4
DFS
Discover Financial Services
DFS
+$661K
5
CY
Cypress Semiconductor
CY
+$564K

Sector Composition

1 Technology 21.22%
2 Consumer Discretionary 19.22%
3 Industrials 17.55%
4 Financials 13.43%
5 Consumer Staples 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.92%
+12,071
52
$1.15M 0.88%
6,609
53
$1.14M 0.87%
12,174
54
$1.11M 0.85%
16,890
55
$1.11M 0.85%
21,772
56
$1.06M 0.81%
26,436
+1,806
57
$970K 0.74%
8,473
58
$934K 0.71%
11,005
59
$903K 0.69%
26,287
60
$885K 0.68%
10,751
61
$864K 0.66%
10,334
62
$857K 0.65%
14,925
63
$814K 0.62%
53,400
-36,976
64
$801K 0.61%
11,491
65
$721K 0.55%
2,831
66
$521K 0.4%
2,890
-9,300
67
$485K 0.37%
10,514
-686
68
$470K 0.36%
8,980
69
$431K 0.33%
3,620
+165
70
$422K 0.32%
6,486
71
$411K 0.31%
4,684
72
$410K 0.31%
5,073
+171
73
$394K 0.3%
2,602
74
$393K 0.3%
2,896
75
$358K 0.27%
3,900
1 2
3
4