PIM

Profit Investment Management Portfolio holdings

AUM $24.7M
1-Year Est. Return 21.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$674K
3
+$641K
4
LPNT
LifePoint Health, Inc.
LPNT
+$330K
5
CALY
Callaway Golf Company
CALY
+$309K

Top Sells

1
+$2.54M
2
+$1.76M
3
+$936K
4
CROX icon
Crocs
CROX
+$566K
5
HD icon
Home Depot
HD
+$560K

Sector Composition

1 Technology 22.68%
2 Consumer Discretionary 18.92%
3 Industrials 17.3%
4 Financials 12.69%
5 Healthcare 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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77
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78
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-7,332
79
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80
– –
-11,110
81
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-3,620
82
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-4,976
83
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-2,896
84
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-6,190
85
– –
-5,144
86
– –
-11,097
1 2 3
4