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
$109M
AUM Growth
+$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$850K
3
+$615K
4
FDX icon
FedEx
FDX
+$135K
5
V icon
Visa
V
+$62.1K

Top Sells

1
+$529K
2
+$356K
3
+$287K
4
XOM icon
Exxon Mobil
XOM
+$249K
5
AAPL icon
Apple
AAPL
+$205K

Sector Composition

1 Technology 21.33%
2 Industrials 16.93%
3 Healthcare 16.52%
4 Consumer Discretionary 11.93%
5 Financials 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 2.07%
27,803
+421
27
$2.24M 2.05%
24,388
-618
28
$2.23M 2.04%
57,760
+680
29
$2.19M 2%
30,682
+344
30
$2.13M 1.95%
52,437
+651
31
$2.12M 1.95%
34,389
-27
32
$2.04M 1.87%
49,521
-341
33
$1.91M 1.75%
26,917
+58
34
$1.72M 1.57%
43,561
-945
35
$1.62M 1.48%
76,926
-4,202
36
$1.29M 1.18%
72,030
-2,014
37
$1.28M 1.18%
43,258
-929
38
$803K 0.74%
7,006
-231
39
$728K 0.67%
9,336
+796
40
$725K 0.66%
10,226
-94
41
$720K 0.66%
13,488
-122
42
$698K 0.64%
6,780
+238
43
$615K 0.56%
+8,909
44
$587K 0.54%
10,409
-271
45
$565K 0.52%
10,052
-696
46
$530K 0.49%
4,520
+181
47
$466K 0.43%
4,337
48
$461K 0.42%
8,329
-88
49
$427K 0.39%
8,313
50
$384K 0.35%
4,861
+607
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2
3