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
$292M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.21M
3
+$2.6M
4
DAR icon
Darling Ingredients
DAR
+$1.07M
5
EBAY icon
eBay
EBAY
+$926K

Top Sells

1
+$6.26M
2
+$6.16M
3
+$5.06M
4
BBD icon
Banco Bradesco
BBD
+$2.84M
5
NKE icon
Nike
NKE
+$1.25M

Sector Composition

1 Industrials 22.01%
2 Technology 18.99%
3 Communication Services 11.81%
4 Financials 11.79%
5 Consumer Discretionary 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.02M 2.06%
50,288
+188
27
$5.95M 2.04%
616,082
+2,403
28
$5.93M 2.03%
148,079
+694
29
$5.92M 2.03%
80,174
+54
30
$5.89M 2.02%
+588,144
31
$5.55M 1.9%
133,855
+521
32
$5.51M 1.89%
72,443
+318
33
$5.47M 1.88%
201,231
+881
34
$5.42M 1.86%
59,341
+261
35
$5.21M 1.78%
+70,181
36
$5.03M 1.72%
1,023,547
-577,307
37
$4.76M 1.63%
115,703
+523
38
$2.6M 0.89%
+186,564
39
$1.69M 0.58%
91,320
-2,260
40
$1.41M 0.48%
11,880
-20
41
$1.09M 0.38%
28,992
-165,644
42
$957K 0.33%
23,240
-159
43
$904K 0.31%
73,840
+1,237
44
$845K 0.29%
17,932
+192
45
$29K 0.01%
1,097
+3
46
$20K 0.01%
225
+105
47
$14K ﹤0.01%
518
+226
48
$13K ﹤0.01%
253
+113
49
$12K ﹤0.01%
+31
50
$12K ﹤0.01%
+416
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