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
$133M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$336K
3
+$150K
4
DHR icon
Danaher
DHR
+$147K
5
SYY icon
Sysco
SYY
+$130K

Top Sells

1
+$2.55M
2
+$402K
3
+$43.8K
4
IBM icon
IBM
IBM
+$28.4K
5
ICE icon
Intercontinental Exchange
ICE
+$24.8K

Sector Composition

1 Technology 20.5%
2 Industrials 15.88%
3 Healthcare 14.75%
4 Consumer Discretionary 14.19%
5 Financials 13.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 2.17%
17,526
+28
27
$2.75M 2.07%
42,903
-256
28
$2.55M 1.93%
49,265
+180
29
$2.53M 1.91%
18,237
-205
30
$2.52M 1.9%
30,320
+580
31
$2.47M 1.86%
27,137
+245
32
$2.39M 1.8%
30,711
+169
33
$2.26M 1.7%
29,836
+436
34
$2.16M 1.63%
27,018
35
$1.64M 1.23%
42,543
36
$991K 0.75%
6,646
37
$747K 0.56%
9,546
-26
38
$687K 0.52%
10,000
-361
39
$678K 0.51%
4,337
40
$592K 0.45%
4,603
41
$585K 0.44%
10,846
+2,415
42
$445K 0.34%
8,313
43
$328K 0.25%
1,789
+150
44
– –
-5,002
45
– –
-20,132
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