PIM
Profit Investment Management Portfolio holdings
AUM
$111M
1-Year Return
13.39%
This Quarter Return
-16.29%
1 Year Return
+13.39%
3 Year Return
+84.6%
5 Year Return
+182.01%
10 Year Return
+537%
AUM
$110M
AUM Growth
-$24.3M
(-18%)
Cap. Flow
-$4.44M
Cap. Flow
% of AUM
-4.03%
Top 10 Holdings %
Top 10 Hldgs %
29.31%
Holding
73
New
1
Increased
12
Reduced
3
Closed
5
Top Buys
| 1 |
PetMed Express
PETS
|
$1.65M |
| 2 |
Winnebago Industries
WGO
|
$1.14M |
| 3 |
Scansource
SCSC
|
$632K |
| 4 |
Reliance Steel & Aluminium
RS
|
$619K |
| 5 |
WESCO International
WCC
|
$601K |
Top Sells
| 1 |
LPNT
LifePoint Health, Inc.
LPNT
|
$3.23M |
| 2 |
AEL
American Equity Investment Life Holding Company
AEL
|
$2.46M |
| 3 |
Crocs
CROX
|
$2M |
| 4 |
McCormick & Company Non-Voting
MKC
|
$1.49M |
| 5 |
SODA
SodaStream International Ltd
SODA
|
$682K |
Sector Composition
| 1 | Technology | 24.07% |
| 2 | Consumer Discretionary | 19.48% |
| 3 | Industrials | 16.15% |
| 4 | Financials | 11.12% |
| 5 | Consumer Staples | 7.78% |
