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
$144M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.44M
3
+$1M

Top Sells

1
+$7.69M
2
+$3.15M
3
+$3.06M
4
WCC icon
WESCO International
WCC
+$2.67M
5
CMTL icon
Comtech Telecommunications
CMTL
+$2.41M

Sector Composition

1 Consumer Discretionary 21.8%
2 Industrials 21.37%
3 Technology 18.53%
4 Healthcare 10.03%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$685K 0.48%
12,664
52
$643K 0.45%
3,803
53
$639K 0.44%
3,513
54
$633K 0.44%
4,192
55
$628K 0.44%
24,444
-68,870
56
$602K 0.42%
11,050
57
$588K 0.41%
1,310
58
$570K 0.4%
1,507
59
$565K 0.39%
3,376
60
$537K 0.37%
5,142
61
$532K 0.37%
10,339
62
$504K 0.35%
4,685
63
$458K 0.32%
4,154
64
$456K 0.32%
3,065
65
$440K 0.31%
3,300
-2,000
66
$415K 0.29%
1,192
67
$389K 0.27%
2,931
68
$388K 0.27%
3,093
69
$369K 0.26%
1,684
70
$366K 0.25%
3,631
71
$363K 0.25%
2,970
72
$363K 0.25%
6,137
73
$339K 0.24%
13,343
74
$298K 0.21%
6,935
75
$295K 0.21%
2,848
1 2
3
4