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
$98.3M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.26M
3
+$1.77M
4
VRSK icon
Verisk Analytics
VRSK
+$1.66M
5
PG icon
Procter & Gamble
PG
+$1.61M

Top Sells

1
+$1.78M
2
+$1M
3
+$673K
4
ANSS
Ansys
ANSS
+$541K
5
PNRA
Panera Bread Co
PNRA
+$487K

Sector Composition

1 Technology 20.64%
2 Healthcare 16.94%
3 Industrials 16.42%
4 Financials 13.3%
5 Consumer Staples 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 2.06%
33,036
27
$1.98M 2.01%
27,712
-900
28
$1.96M 2%
68,152
+16,236
29
$1.95M 1.99%
25,791
-105
30
$1.95M 1.98%
72,024
-36,928
31
$1.86M 1.89%
39,371
-811
32
$1.79M 1.82%
35,023
-129
33
$1.78M 1.81%
47,700
-1,140
34
$1.68M 1.71%
43,535
-518
35
$1.61M 1.64%
82,944
-1,662
36
$1.38M 1.4%
23,928
-514
37
$1.05M 1.07%
44,184
-452
38
$853K 0.87%
13,870
39
$735K 0.75%
13,592
-290
40
$675K 0.69%
6,399
41
$663K 0.67%
11,230
-116
42
$617K 0.63%
8,068
43
$549K 0.56%
5,856
-813
44
$526K 0.53%
10,415
45
$520K 0.53%
11,924
-144
46
$505K 0.51%
12,900
47
$504K 0.51%
10,725
-180
48
$441K 0.45%
4,254
49
$429K 0.44%
4,337
50
$408K 0.41%
9,461
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