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
$189M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$261K

Top Sells

1
+$20.4K

Sector Composition

1 Consumer Discretionary 21.46%
2 Technology 20.21%
3 Industrials 17.85%
4 Healthcare 13%
5 Financials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.6M 5.58%
90,594
2
$8.29M 4.38%
252,429
3
$7.92M 4.18%
77,003
4
$6.32M 3.34%
187,425
5
$6.24M 3.3%
58,791
6
$5.97M 3.15%
5,844
-20
7
$5.9M 3.12%
11,542
8
$5.53M 2.93%
36,672
9
$5.52M 2.92%
256,546
10
$5.15M 2.72%
57,369
11
$5M 2.64%
115,824
12
$4.6M 2.43%
136,466
13
$4.58M 2.42%
32,105
14
$4.26M 2.25%
12,699
15
$4.25M 2.25%
46,479
16
$4.03M 2.13%
25,924
17
$4M 2.11%
7,955
18
$3.93M 2.08%
43,489
19
$3.9M 2.06%
93,314
20
$3.75M 1.98%
55,230
21
$3.75M 1.98%
109,669
22
$3.6M 1.9%
62,219
23
$3.58M 1.89%
20,202
24
$3.35M 1.77%
25,058
25
$3.14M 1.66%
98,648
1
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