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
$177M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.74M
3
+$1.14M
4
WDFC icon
WD-40
WDFC
+$994K
5
UA icon
Under Armour Class C
UA
+$842K

Top Sells

1
+$7.45M
2
+$2.08M
3
+$1.78M
4
CMTL icon
Comtech Telecommunications
CMTL
+$1.72M
5
GMED icon
Globus Medical
GMED
+$1.57M

Sector Composition

1 Consumer Discretionary 22.24%
2 Financials 16.55%
3 Technology 15.92%
4 Industrials 15.68%
5 Healthcare 12.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.88M 4.45%
96,081
-90,841
2
$6.95M 3.92%
20,789
3
$6.94M 3.92%
48,261
4
$5.72M 3.23%
197,030
-31,961
5
$5.69M 3.22%
44,631
-8,350
6
$5.35M 3.02%
128,846
7
$5.21M 2.94%
118,355
8
$4.92M 2.78%
106,330
9
$4.91M 2.77%
3,927
10
$4.48M 2.53%
60,586
11
$4.42M 2.5%
24,562
12
$4.39M 2.48%
25,611
-4,164
13
$4.38M 2.48%
46,237
-8,150
14
$4.27M 2.41%
154,474
15
$4.25M 2.4%
75,554
-12,990
16
$4.16M 2.35%
257,221
+48,416
17
$4.06M 2.29%
16,024
+3,926
18
$4.04M 2.28%
565,869
+117,996
19
$4M 2.26%
42,897
20
$3.92M 2.21%
35,741
-6,177
21
$3.7M 2.09%
112,530
22
$3.56M 2.01%
11,709
23
$3.36M 1.9%
79,792
+27,101
24
$3.02M 1.7%
75,538
25
$3M 1.69%
28,574
1
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