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
$134M
AUM Growth
+$8.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$693K
2
+$485K
3
+$156K
4
WGO icon
Winnebago Industries
WGO
+$127K
5
AKAM icon
Akamai
AKAM
+$62.5K

Top Sells

1
+$780K
2
+$763K
3
+$253K
4
SODA
SodaStream International Ltd
SODA
+$142K

Sector Composition

1 Technology 23.64%
2 Consumer Discretionary 19.26%
3 Industrials 15.56%
4 Financials 12.22%
5 Healthcare 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.91M 3.65%
101,797
2
$4.3M 3.2%
18,807
3
$4.29M 3.19%
201,649
4
$4.27M 3.18%
36,233
-6,613
5
$4.11M 3.05%
29,820
6
$4.07M 3.03%
112,134
7
$3.84M 2.85%
44,991
8
$3.63M 2.7%
50,629
9
$3.56M 2.65%
131,906
10
$3.4M 2.53%
24,654
11
$3.32M 2.47%
14,853
12
$3.26M 2.42%
11,336
-2,654
13
$3.23M 2.4%
50,171
14
$3.16M 2.35%
26,486
15
$3.15M 2.34%
52,199
+11,498
16
$2.88M 2.14%
129,297
17
$2.69M 2%
37,869
18
$2.68M 1.99%
47,460
+844
19
$2.56M 1.9%
31,224
20
$2.5M 1.86%
167,490
21
$2.46M 1.83%
69,562
22
$2.46M 1.83%
21,466
+369
23
$2.33M 1.73%
50,915
24
$2.31M 1.72%
45,579
+9,592
25
$2.17M 1.62%
14,484
+286
1
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