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
+$1.13M
2
+$694K
3
+$618K
4
CALY
Callaway Golf Company
CALY
+$332K
5
LPNT
LifePoint Health, Inc.
LPNT
+$323K

Top Sells

1
+$2.87M
2
+$1.58M
3
+$935K
4
CROX icon
Crocs
CROX
+$663K
5
HD icon
Home Depot
HD
+$532K

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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-4,976
79
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-2,896
80
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-3,110
81
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-6,190
82
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-7,332
83
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-5,144
84
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-11,097
85
– –
-3,892
86
– –
-11,110
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4