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
$86.6M
AUM Growth
-$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.96M
3
+$1.87M
4
LOW icon
Lowe's Companies
LOW
+$1.76M
5
DGX icon
Quest Diagnostics
DGX
+$1.76M

Top Sells

1
+$1.79M
2
+$1.52M
3
+$1.44M
4
EBAY icon
eBay
EBAY
+$1.38M
5
IHS
IHS INC CL-A COM STK
IHS
+$469K

Sector Composition

1 Technology 23.49%
2 Healthcare 16.53%
3 Industrials 15.43%
4 Financials 14.8%
5 Consumer Discretionary 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.97%
53,902
+1,421
27
$1.52M 1.75%
49,880
-58,840
28
$1.51M 1.74%
40,251
+1,335
29
$1.5M 1.73%
84,800
+2,762
30
$1.37M 1.58%
+44,182
31
$1.35M 1.56%
24,507
-723
32
$1.1M 1.27%
44,891
-56,298
33
$876K 1.01%
14,250
-382
34
$632K 0.73%
6,399
-204
35
$621K 0.72%
4,320
-157
36
$609K 0.7%
13,990
+487
37
$581K 0.67%
11,655
-495
38
$562K 0.65%
8,068
+48
39
$552K 0.64%
6,710
-386
40
$546K 0.63%
13,004
-200
41
$523K 0.6%
5,934
-223
42
$521K 0.6%
11,095
-490
43
$498K 0.57%
2,574
44
$494K 0.57%
10,484
+269
45
$491K 0.57%
29,115
-1,085
46
$466K 0.54%
4,741
+248
47
$466K 0.54%
4,337
48
$421K 0.49%
5,852
+101
49
$416K 0.48%
12,465
-546
50
$410K 0.47%
4,254
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