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
$159M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.51M
3
+$2.15M
4
AEL
American Equity Investment Life Holding Company
AEL
+$1.72M
5
PETS icon
PetMed Express
PETS
+$1.46M

Top Sells

1
+$3.59M
2
+$2.65M
3
+$1.15M
4
NSP icon
Insperity
NSP
+$791K
5
MTZ icon
MasTec
MTZ
+$783K

Sector Composition

1 Technology 21.03%
2 Consumer Discretionary 20.68%
3 Industrials 18.57%
4 Healthcare 14.89%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$820K 0.52%
34,600
52
$774K 0.49%
6,623
+1,481
53
$760K 0.48%
4,646
+1,270
54
$756K 0.48%
3,366
-159
55
$746K 0.47%
21,269
56
$744K 0.47%
1,310
57
$727K 0.46%
4,192
58
$637K 0.4%
4,400
+1,100
59
$633K 0.4%
4,558
+1,588
60
$631K 0.4%
9,950
-1,100
61
$577K 0.36%
1,507
62
$535K 0.34%
+25,793
63
$506K 0.32%
3,065
64
$486K 0.31%
4,154
65
$485K 0.31%
1,888
+740
66
– –
0
67
$462K 0.29%
+1,822
68
$459K 0.29%
3,216
+285
69
$439K 0.28%
3,631
70
$436K 0.27%
1,684
71
$435K 0.27%
4,206
+1,113
72
$412K 0.26%
7,947
-4,717
73
$409K 0.26%
6,935
74
$382K 0.24%
6,137
75
$337K 0.21%
1,132
1 2
3
4