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
$229M
AUM Growth
+$49.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.91M
3
+$211K
4
USB icon
US Bancorp
USB
+$206K
5
IDXX icon
Idexx Laboratories
IDXX
+$99K

Top Sells

1
+$4.27M
2
+$3.23M
3
+$267K
4
NKE icon
Nike
NKE
+$177K
5
DE icon
Deere & Co
DE
+$109K

Sector Composition

1 Technology 39.5%
2 Financials 18.72%
3 Healthcare 12.21%
4 Consumer Discretionary 11.38%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 1.72%
2,472
-9
27
$3.85M 1.68%
31,737
+202
28
$3.67M 1.6%
21,015
-471
29
$3.66M 1.6%
29,008
-109
30
$3.46M 1.51%
48,740
-3,760
31
$936K 0.41%
6,653
-166
32
$421K 0.18%
3,230
-474
33
$323K 0.14%
1,808
-114
34
$206K 0.09%
+5,589
35
– –
-89,299
36
– –
-95,993
1
2