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
$146M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.65M
3
+$374K
4
AMZN icon
Amazon
AMZN
+$371K
5
ADBE icon
Adobe
ADBE
+$261K

Top Sells

1
+$3.5M
2
+$3.35M
3
+$236K
4
FDX icon
FedEx
FDX
+$169K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$121K

Sector Composition

1 Technology 28.58%
2 Financials 16.5%
3 Consumer Discretionary 15.39%
4 Healthcare 13.37%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.55M 2.44%
+19,116
27
$3.54M 2.43%
88,547
+2,572
28
$3.12M 2.14%
59,640
-2,320
29
$2.75M 1.89%
21,673
-1,865
30
$2.65M 1.82%
+27,569
31
$2.62M 1.8%
16,222
-1,045
32
$1.34M 0.92%
47,854
+1,572
33
$332K 0.23%
1,624
-43
34
$255K 0.18%
5,589
35
$229K 0.16%
2,106
36
– –
-33,331
37
– –
-20,842
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