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
$177M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.74M
3
+$1.14M
4
WDFC icon
WD-40
WDFC
+$994K
5
UA icon
Under Armour Class C
UA
+$842K

Top Sells

1
+$7.45M
2
+$2.08M
3
+$1.78M
4
CMTL icon
Comtech Telecommunications
CMTL
+$1.72M
5
GMED icon
Globus Medical
GMED
+$1.57M

Sector Composition

1 Consumer Discretionary 22.24%
2 Financials 16.55%
3 Technology 15.92%
4 Industrials 15.68%
5 Healthcare 12.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$277K 0.16%
3,177
77
$244K 0.14%
3,065
78
$207K 0.12%
+969
79
– –
-10,306
80
– –
-3,636
81
– –
-203,656
82
– –
-342
1 2 3
4