PIM

Progressive Investment Management Portfolio holdings

AUM $412M
1-Year Est. Return 21.35%
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.99M
3
+$4.52M
4
NKE icon
Nike
NKE
+$1.29M
5
CSCO icon
Cisco
CSCO
+$1.02M

Top Sells

1
+$8.44M
2
+$6.76M
3
+$5.37M
4
AAPL icon
Apple
AAPL
+$1.96M
5
ITC
ITC HOLDINGS CORP
ITC
+$1.54M

Sector Composition

1 Financials 20.93%
2 Technology 19.92%
3 Industrials 15.34%
4 Consumer Discretionary 12.38%
5 Communication Services 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.47M 2.22%
88,950
-65
27
$6.16M 2.11%
151,760
+182
28
$6.12M 2.1%
+112,999
29
$6.01M 2.06%
56,805
+83
30
$5.99M 2.06%
+107,604
31
$5.89M 2.02%
207,407
+379
32
$5.42M 1.86%
1,033,679
+1,204
33
$5.37M 1.84%
57,738
+77
34
$4.99M 1.71%
73,462
-12,946
35
$4.95M 1.7%
43,473
+50
36
$4.87M 1.67%
46,627
+65
37
$4.58M 1.57%
134,167
+132,321
38
$4.25M 1.46%
95,264
+111
39
$1.13M 0.39%
53,356
-22,124
40
$1.12M 0.38%
23,905
+145
41
$976K 0.34%
20,429
-176,706
42
$866K 0.3%
47,671
+388
43
$716K 0.25%
9,918
+69
44
$637K 0.22%
7,668
+53
45
$604K 0.21%
50,959
+405
46
$87K 0.03%
7,226
-72,144
47
$81K 0.03%
1,160
+120
48
$78K 0.03%
2,896
+303
49
$74K 0.03%
1,070
+111
50
$74K 0.03%
4,324
+452
1
2
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