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
+$276K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.71M
3
+$792K
4
DHR icon
Danaher
DHR
+$143K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$134K

Top Sells

1
+$3.01M
2
+$2.54M
3
+$2.52M
4
LOW icon
Lowe's Companies
LOW
+$2.48M
5
IBM icon
IBM
IBM
+$2.13M

Sector Composition

1 Technology 23.46%
2 Industrials 16.73%
3 Financials 16.55%
4 Consumer Discretionary 14.73%
5 Healthcare 12.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 2.25%
17,854
+251
27
$3.36M 2.25%
44,316
+530
28
$3.27M 2.19%
49,272
-134
29
$3.25M 2.18%
62,720
-360
30
$3.04M 2.04%
21,076
-47
31
$2.63M 1.76%
32,278
+1,011
32
$1.82M 1.22%
45,207
+3,000
33
$730K 0.49%
8,676
-527
34
$540K 0.36%
9,003
-1,584
35
$463K 0.31%
3,156
-14,530
36
$420K 0.28%
8,313
37
$334K 0.22%
1,672
38
– –
-4,603
39
– –
-9,707
40
– –
-26,648
41
– –
-31,416
42
– –
-27,450
43
– –
-54,463
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