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
$177M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.74M
3
+$1.14M
4
WDFC icon
WD-40
WDFC
+$994K
5
UA icon
Under Armour Class C
UA
+$842K

Top Sells

1
+$7.45M
2
+$2.08M
3
+$1.78M
4
CMTL icon
Comtech Telecommunications
CMTL
+$1.72M
5
GMED icon
Globus Medical
GMED
+$1.57M

Sector Composition

1 Consumer Discretionary 22.24%
2 Financials 16.55%
3 Technology 15.92%
4 Industrials 15.68%
5 Healthcare 12.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$977K 0.55%
1,974
52
$960K 0.54%
1,310
53
$958K 0.54%
3,369
-29
54
$913K 0.52%
2,010
55
$906K 0.51%
220,324
-168,950
56
$896K 0.51%
9,539
-78
57
$884K 0.5%
66,603
58
$788K 0.45%
10,259
59
$758K 0.43%
4,333
60
$749K 0.42%
4,922
-57
61
$732K 0.41%
6,874
62
$715K 0.4%
8,455
63
$629K 0.36%
1,507
64
$623K 0.35%
3,515
-47
65
$578K 0.33%
5,318
66
– –
0
67
$521K 0.29%
1,562
-98
68
$519K 0.29%
3,489
-51
69
$497K 0.28%
9,950
70
$488K 0.28%
1,684
71
$461K 0.26%
96,264
-86,069
72
$435K 0.25%
3,360
-62
73
$380K 0.21%
4,154
74
$364K 0.21%
3,631
75
$322K 0.18%
11,595
1 2
3
4