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
$159M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$2.51M
3
+$2.15M
4
AEL
American Equity Investment Life Holding Company
AEL
+$1.72M
5
PETS icon
PetMed Express
PETS
+$1.46M

Top Sells

1
+$3.59M
2
+$2.65M
3
+$1.15M
4
NSP icon
Insperity
NSP
+$791K
5
MTZ icon
MasTec
MTZ
+$783K

Sector Composition

1 Technology 21.03%
2 Consumer Discretionary 20.68%
3 Industrials 18.57%
4 Healthcare 14.89%
5 Financials 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.24M 3.92%
21,544
2
$5.95M 3.74%
36,672
3
$5.8M 3.65%
47,869
-9,500
4
$5.57M 3.5%
201,298
5
$5.22M 3.28%
115,824
6
$5.06M 3.19%
7,574
7
$4.74M 2.98%
36,999
8
$4.46M 2.8%
46,479
9
$4.43M 2.79%
33,695
-20,137
10
$4.4M 2.77%
160,338
11
$4.34M 2.73%
36,794
-6,695
12
$4.26M 2.68%
25,058
13
$4.23M 2.66%
72,592
+4,857
14
$4.19M 2.64%
27,292
-4,813
15
$4.14M 2.6%
55,230
16
$3.87M 2.43%
41,881
-8,486
17
$3.73M 2.35%
238,060
+159,906
18
$3.51M 2.21%
119,744
+94,692
19
$3.46M 2.18%
191,967
20
$3.45M 2.17%
7,955
21
$3.36M 2.12%
6,656
+812
22
$3.1M 1.95%
202,641
+15,477
23
$3.06M 1.92%
89,391
24
$2.87M 1.8%
97,663
+73,219
25
$2.76M 1.74%
70,866
+44,289
1
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