PIM

Progressive Investment Management Portfolio holdings

AUM $393M
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$12.1M
3
+$10.8M
4
MET icon
MetLife
MET
+$9.11M
5
CSCO icon
Cisco
CSCO
+$8.31M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.06%
2 Industrials 18.28%
3 Communication Services 13.34%
4 Consumer Discretionary 12.63%
5 Healthcare 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.55M 2.15%
+616,099
27
$5.46M 2.12%
+179,286
28
$5.39M 2.09%
+288,627
29
$5.23M 2.03%
+50,100
30
$4.8M 1.86%
+59,080
31
$4.71M 1.83%
+200,350
32
$4.35M 1.69%
+115,180
33
$4.32M 1.68%
+147,385
34
$4.26M 1.65%
+70,140
35
$3.24M 1.26%
+120,250
36
$2.58M 1%
+33,513
37
$1.5M 0.58%
+96,830
38
$976K 0.38%
+24,124
39
$880K 0.34%
+45,046
40
$867K 0.34%
+76,852
41
$734K 0.28%
+18,272
42
$23K 0.01%
+1,091
43
$11K ﹤0.01%
+167
44
$9K ﹤0.01%
+120
45
$7K ﹤0.01%
+120
46
$7K ﹤0.01%
+140
47
$3K ﹤0.01%
+100
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