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
$168M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$270K
2
+$153K
3
+$151K
4
DHR icon
Danaher
DHR
+$150K
5
WAB icon
Wabtec
WAB
+$141K

Top Sells

1
+$678K
2
+$144K
3
+$123K
4
CSCO icon
Cisco
CSCO
+$116K
5
NKE icon
Nike
NKE
+$29.7K

Sector Composition

1 Technology 25.42%
2 Consumer Discretionary 16.21%
3 Financials 15.97%
4 Industrials 14.79%
5 Healthcare 12.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.92M 2.34%
44,617
+913
27
$3.79M 2.26%
85,975
+2,333
28
$3.74M 2.23%
61,960
+560
29
$3.5M 2.09%
33,331
+1,341
30
$3.35M 2%
20,842
+295
31
$3.32M 1.98%
23,538
+160
32
$1.53M 0.91%
46,282
+1,209
33
$357K 0.21%
1,667
-20
34
$304K 0.18%
2,106
-852
35
$295K 0.18%
5,589
-2,724
36
– –
-8,334
1
2