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
$108M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.06M
3
+$525K
4
WM icon
Waste Management
WM
+$224K
5
KTOS icon
Kratos Defense & Security Solutions
KTOS
+$210K

Top Sells

1
+$2.3M
2
+$474K
3
+$446K
4
TGT icon
Target
TGT
+$441K
5
VSCO icon
Victoria's Secret
VSCO
+$404K

Sector Composition

1 Industrials 18.58%
2 Technology 18.09%
3 Consumer Discretionary 17.98%
4 Financials 16.1%
5 Healthcare 14.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-934
77
– –
-2,885
78
– –
-6,786
79
– –
-3,260
80
– –
-5,706
81
– –
-3,756
1 2 3
4