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
$149M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$216K
3
+$204K
4
DHR icon
Danaher
DHR
+$193K
5
META icon
Meta Platforms (Facebook)
META
+$188K

Top Sells

1
+$80.8K
2
+$66.2K
3
+$50.3K
4
LOW icon
Lowe's Companies
LOW
+$34.4K
5
WM icon
Waste Management
WM
+$29.6K

Sector Composition

1 Technology 20.83%
2 Industrials 16.42%
3 Consumer Discretionary 14.36%
4 Healthcare 14.3%
5 Financials 13.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 2.14%
19,121
-397
27
$3.09M 2.07%
49,406
+141
28
$3.06M 2.05%
31,830
+1,510
29
$3.01M 2.02%
54,463
+1,261
30
$2.59M 1.74%
17,686
-551
31
$2.55M 1.71%
31,267
+1,431
32
$2.54M 1.7%
31,416
+705
33
$2.52M 1.69%
27,450
+313
34
$2.48M 1.66%
26,648
-370
35
$1.59M 1.07%
42,207
-336
36
$1.23M 0.83%
7,020
+374
37
$794K 0.53%
9,203
-343
38
$685K 0.46%
9,707
-293
39
$684K 0.46%
4,040
-297
40
$643K 0.43%
10,587
-259
41
$618K 0.41%
4,603
42
$445K 0.3%
8,313
43
$331K 0.22%
1,672
-117
1
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