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
$127M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.5M
3
+$2.24M
4
HOV icon
Hovnanian Enterprises
HOV
+$2.07M
5
VSCO icon
Victoria's Secret
VSCO
+$1.52M

Top Sells

1
+$2.79M
2
+$2.75M
3
+$2.35M
4
LOB icon
Live Oak Bancshares
LOB
+$2.31M
5
WCC icon
WESCO International
WCC
+$2.27M

Sector Composition

1 Consumer Discretionary 22.5%
2 Technology 18.16%
3 Industrials 16.08%
4 Financials 14.64%
5 Healthcare 14.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.85%
2,349
-316
52
$1.08M 0.85%
3,351
-99
53
$1.01M 0.8%
5,958
54
$1.01M 0.79%
11,421
55
$1.01M 0.79%
5,817
-331
56
$918K 0.72%
1,035
-275
57
$831K 0.65%
10,092
-167
58
$828K 0.65%
12,337
+3,173
59
$818K 0.64%
34,859
60
$807K 0.63%
15,946
-37,298
61
$746K 0.59%
1,507
62
$727K 0.57%
1,404
+858
63
$703K 0.55%
66,603
64
$683K 0.54%
771
65
$645K 0.51%
6,385
66
$553K 0.43%
3,306
-248
67
$548K 0.43%
3,515
68
$545K 0.43%
4,001
69
$530K 0.42%
9,950
70
$478K 0.38%
3,360
71
$471K 0.37%
7,042
-725
72
$424K 0.33%
1,042
-335
73
$406K 0.32%
3,631
74
$405K 0.32%
4,154
75
$403K 0.32%
1,949
1 2
3
4