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
$310M
AUM Growth
-$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$7.45M
3
+$7.21M
4
BIIB icon
Biogen
BIIB
+$6.95M
5
VZ icon
Verizon
VZ
+$2.01M

Top Sells

1
+$8.4M
2
+$5.4M
3
+$4.82M
4
AMRC icon
Ameresco
AMRC
+$4.71M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.84M

Sector Composition

1 Technology 20.38%
2 Industrials 19.88%
3 Financials 17.53%
4 Communication Services 12.64%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.37M 2.37%
352,464
+2,776
27
$7.21M 2.32%
+198,555
28
$7.07M 2.28%
93,188
-12,733
29
$7M 2.26%
66,994
-9,811
30
$6.95M 2.24%
22,046
+22,025
31
$6.89M 2.22%
50,773
+360
32
$6.76M 2.18%
95,153
+621
33
$6.67M 2.15%
86,408
+667
34
$6.5M 2.09%
537,840
+785
35
$6.05M 1.95%
53,241
+384
36
$5.87M 1.89%
1,031,871
-198,754
37
$5.87M 1.89%
203,528
+1,670
38
$4.47M 1.44%
133,858
+973
39
$4.11M 1.32%
286,314
+2,798
40
$1.74M 0.56%
75,480
-214
41
$959K 0.31%
79,370
+3,773
42
$83K 0.03%
2,593
+1,327
43
$80K 0.03%
1,040
+595
44
$72K 0.02%
+7,584
45
$72K 0.02%
+547
46
$70K 0.02%
959
+865
47
$56K 0.02%
2,444
+1,419
48
$5K ﹤0.01%
62
49
– –
-622,396
50
– –
-27,779
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