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
$136M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.26M
3
+$90K
4
NUVA
NuVasive, Inc.
NUVA
+$81.4K
5
SYNA icon
Synaptics
SYNA
+$75.3K

Top Sells

1
+$795K
2
+$555K
3
+$342K
4
FWRD icon
Forward Air
FWRD
+$310K
5
EEFT icon
Euronet Worldwide
EEFT
+$248K

Sector Composition

1 Technology 20.19%
2 Industrials 19.38%
3 Consumer Discretionary 17.47%
4 Healthcare 17.05%
5 Financials 13.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.19%
1,132
77
$209K 0.15%
1,200
78
$155K 0.11%
11,008
-2,508
79
– –
-26,469
80
– –
-1,902
1 2 3
4