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
$144M
AUM Growth
-$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.44M
3
+$1M

Top Sells

1
+$7.69M
2
+$3.15M
3
+$3.06M
4
WCC icon
WESCO International
WCC
+$2.67M
5
CMTL icon
Comtech Telecommunications
CMTL
+$2.41M

Sector Composition

1 Consumer Discretionary 21.8%
2 Industrials 21.37%
3 Technology 18.53%
4 Healthcare 10.03%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.21M 4.32%
53,832
-23,171
2
$5.7M 3.96%
201,298
-51,131
3
$5.32M 3.7%
187,164
+50,698
4
$5.31M 3.69%
36,999
-53,595
5
$5.22M 3.63%
36,672
6
$4.84M 3.37%
115,824
7
$4.82M 3.35%
43,489
8
$4.76M 3.31%
57,369
9
$4.51M 3.14%
32,105
10
$4.43M 3.08%
160,338
-27,087
11
$4.35M 3.02%
50,367
-8,424
12
$4.32M 3.01%
7,574
-3,968
13
$4.16M 2.89%
46,479
14
$4M 2.78%
55,230
15
$3.9M 2.71%
67,735
+27,530
16
$3.87M 2.69%
21,544
-4,380
17
$3.77M 2.62%
25,058
18
$3.59M 2.49%
62,219
19
$3.37M 2.34%
191,967
+57,126
20
$3.17M 2.2%
7,955
21
$3.16M 2.2%
89,391
-20,278
22
$3.12M 2.17%
35,602
23
$2.98M 2.07%
5,844
24
$2.61M 1.82%
43,670
25
$1.86M 1.29%
4,717
-7,982
1
2 3 4