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
$127M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$2.5M
3
+$2.24M
4
HOV icon
Hovnanian Enterprises
HOV
+$2.07M
5
VSCO icon
Victoria's Secret
VSCO
+$1.52M

Top Sells

1
+$2.79M
2
+$2.75M
3
+$2.35M
4
LOB icon
Live Oak Bancshares
LOB
+$2.31M
5
WCC icon
WESCO International
WCC
+$2.27M

Sector Composition

1 Consumer Discretionary 22.5%
2 Technology 18.16%
3 Industrials 16.08%
4 Financials 14.64%
5 Healthcare 14.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$402K 0.32%
2,616
-8,930
77
$401K 0.32%
3,636
78
$336K 0.26%
11,595
79
$286K 0.23%
3,177
80
$221K 0.17%
3,065
81
$201K 0.16%
969
82
– –
-1,011
83
– –
-5,606
84
– –
-81,090
85
– –
-1,684
86
– –
-4,966
1 2 3
4