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
$106M
AUM Growth
+$4.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$713K
2
+$552K
3
+$542K
4
CROX icon
Crocs
CROX
+$513K
5
HWM icon
Howmet Aerospace
HWM
+$483K

Top Sells

1
+$670K
2
+$418K
3
+$409K
4
IIIN icon
Insteel Industries
IIIN
+$382K
5
YUM icon
Yum! Brands
YUM
+$270K

Sector Composition

1 Technology 20.9%
2 Industrials 20.69%
3 Healthcare 13.5%
4 Financials 13.28%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.67M 2.53%
33,586
2
$2.62M 2.48%
53,205
3
$2.44M 2.3%
51,395
+11,661
4
$2.35M 2.22%
34,867
5
$2.29M 2.17%
36,893
-3,959
6
$2.26M 2.13%
26,262
-4,868
7
$2.19M 2.07%
75,604
-804
8
$2.17M 2.05%
60,763
-10,716
9
$2.11M 1.99%
17,679
10
$2.07M 1.96%
58,428
11
$1.93M 1.83%
50,505
-10,700
12
$1.88M 1.78%
63,557
13
$1.88M 1.77%
29,162
14
$1.81M 1.71%
9,724
-98
15
$1.79M 1.69%
13,360
-156
16
$1.7M 1.61%
13,729
-99
17
$1.65M 1.56%
85,021
18
$1.63M 1.54%
14,066
-124
19
$1.61M 1.52%
28,328
20
$1.58M 1.49%
29,256
21
$1.54M 1.46%
13,787
+4,848
22
$1.54M 1.46%
14,712
-135
23
$1.53M 1.45%
19,632
-172
24
$1.5M 1.41%
46,958
25
$1.48M 1.4%
29,655
-246
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