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
$103M
AUM Growth
+$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$881K
3
+$465K
4
BAX icon
Baxter International
BAX
+$206K
5
MSFT icon
Microsoft
MSFT
+$201K

Top Sells

1
+$1.86M
2
+$520K
3
+$429K
4
R icon
Ryder
R
+$319K
5
UNFI icon
United Natural Foods
UNFI
+$251K

Sector Composition

1 Technology 19.35%
2 Healthcare 18.77%
3 Industrials 16.38%
4 Financials 12.7%
5 Consumer Discretionary 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 2.06%
26,705
-479
27
$2.11M 2.04%
26,638
+847
28
$2.04M 1.98%
33,561
+525
29
$2.02M 1.95%
13,292
+16
30
$1.99M 1.92%
37,057
+2,034
31
$1.98M 1.91%
73,458
+1,434
32
$1.95M 1.89%
73,747
+5,595
33
$1.67M 1.62%
48,380
+680
34
$1.65M 1.6%
83,377
+433
35
$1.63M 1.58%
44,761
+1,226
36
$1.4M 1.35%
23,662
-266
37
$1.05M 1.02%
44,754
+570
38
$818K 0.79%
14,824
+954
39
$789K 0.76%
14,122
+530
40
$780K 0.76%
7,237
+838
41
$755K 0.73%
11,394
+164
42
$633K 0.61%
8,540
+472
43
$598K 0.58%
6,242
+386
44
$591K 0.57%
10,748
+333
45
$551K 0.53%
10,765
+40
46
$487K 0.47%
4,103
+466
47
$474K 0.46%
13,348
+448
48
$465K 0.45%
+4,337
49
$427K 0.41%
8,417
+412
50
$421K 0.41%
9,803
+342
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