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
76
$336K 0.21%
3,200
+352
77
$321K 0.2%
3,395
-1,290
78
$300K 0.19%
26,469
79
$273K 0.17%
11,672
-500
80
$250K 0.16%
1,200
81
$246K 0.15%
1,954
82
$227K 0.14%
1,902
83
$220K 0.14%
3,010
84
$206K 0.13%
+1,236
85
– –
-62,219
86
– –
-1,023
87
– –
-4,717
88
– –
-2,299
89
– –
-1,192
90
– –
-10,339
91
– –
-13,343
92
– –
-1,250
1 2 3
4