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
$123M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.15M
3
+$1.08M
4
SAM icon
Boston Beer
SAM
+$966K
5
NSP icon
Insperity
NSP
+$790K

Top Sells

1
+$671K
2
+$567K
3
+$520K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$498K
5
WDC icon
Western Digital
WDC
+$336K

Sector Composition

1 Technology 21.84%
2 Industrials 21.21%
3 Financials 13.62%
4 Healthcare 12.73%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.83M 3.11%
47,910
+14,324
2
$3.38M 2.74%
76,248
+17,820
3
$3.37M 2.74%
56,896
+3,691
4
$3.34M 2.71%
44,738
+9,871
5
$3.03M 2.46%
23,509
+5,830
6
$2.96M 2.4%
33,606
+7,344
7
$2.93M 2.38%
38,848
+9,686
8
$2.8M 2.27%
77,488
+16,725
9
$2.71M 2.2%
57,013
+5,618
10
$2.69M 2.18%
62,452
+15,494
11
$2.67M 2.17%
66,666
+16,161
12
$2.5M 2.03%
237,217
+148,440
13
$2.49M 2.02%
38,060
+9,732
14
$2.42M 1.97%
67,504
-8,100
15
$2.26M 1.83%
39,046
+9,790
16
$2.2M 1.79%
33,410
-3,483
17
$2.04M 1.66%
29,338
+8,436
18
$1.99M 1.61%
101,909
+16,888
19
$1.95M 1.58%
147,828
+81,875
20
$1.94M 1.58%
13,423
+6,674
21
$1.88M 1.53%
22,025
+2,017
22
$1.86M 1.51%
11,302
+2,918
23
$1.85M 1.5%
84,516
+20,959
24
$1.84M 1.5%
78,003
+19,837
25
$1.84M 1.49%
78,263
+23,304
1
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