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
$108M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$751K
3
+$338K
4
CBRE icon
CBRE Group
CBRE
+$79K
5
AAPL icon
Apple
AAPL
+$66.8K

Top Sells

1
+$2.13M
2
+$1.4M
3
+$421K
4
JCI icon
Johnson Controls International
JCI
+$341K
5
TJX icon
TJX Companies
TJX
+$192K

Sector Composition

1 Technology 19.04%
2 Healthcare 17.96%
3 Industrials 16.82%
4 Consumer Discretionary 11.85%
5 Financials 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 2.07%
27,382
+125
27
$2.22M 2.06%
57,080
+8,700
28
$2.2M 2.04%
34,416
-318
29
$2.14M 1.99%
33,486
-75
30
$2.14M 1.99%
76,570
+2,823
31
$2.12M 1.97%
25,006
-1,648
32
$1.94M 1.8%
26,859
+221
33
$1.83M 1.7%
81,128
-2,249
34
$1.82M 1.69%
44,506
-255
35
$1.54M 1.43%
74,044
+586
36
$1.45M 1.35%
44,187
-567
37
$791K 0.74%
7,237
38
$710K 0.66%
6,542
+300
39
$707K 0.66%
13,610
-512
40
$706K 0.66%
8,540
41
$658K 0.61%
10,320
-1,074
42
$640K 0.59%
10,748
43
$575K 0.53%
10,680
-85
44
$549K 0.51%
4,337
45
$529K 0.49%
13,348
46
$528K 0.49%
4,339
+236
47
$413K 0.38%
8,417
48
$379K 0.35%
4,254
49
$357K 0.33%
8,313
50
$356K 0.33%
4,503
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