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
$155M
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$76.6K
2
+$47.3K
3
+$45.9K
4
ADBE icon
Adobe
ADBE
+$13.9K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.77K

Top Sells

1
+$540K
2
+$175K
3
+$137K
4
AMZN icon
Amazon
AMZN
+$117K
5
ITW icon
Illinois Tool Works
ITW
+$110K

Sector Composition

1 Technology 23.94%
2 Financials 16.73%
3 Consumer Discretionary 15.56%
4 Industrials 15.1%
5 Healthcare 12.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.64M 2.35%
43,704
-612
27
$3.54M 2.28%
32,861
-26
28
$3.47M 2.24%
61,400
-1,320
29
$3.25M 2.1%
20,547
-529
30
$3.24M 2.09%
23,378
-797
31
$3.15M 2.03%
31,990
-288
32
$1.63M 1.05%
45,073
-134
33
$678K 0.44%
8,334
-342
34
$416K 0.27%
8,313
35
$395K 0.25%
2,958
-198
36
$312K 0.2%
1,687
+15
37
– –
-9,003
1
2