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
$253M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$4.05M
2
+$1.77M
3
+$229K
4
ABT icon
Abbott
ABT
+$209K
5
CRM icon
Salesforce
CRM
+$91.7K

Top Sells

1
+$5.16M
2
+$518K
3
+$469K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$344K
5
ADBE icon
Adobe
ADBE
+$295K

Sector Composition

1 Technology 41%
2 Financials 19.72%
3 Healthcare 12.31%
4 Consumer Discretionary 11.6%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.05M 1.6%
+11,360
27
$3.96M 1.57%
31,714
-23
28
$3.96M 1.57%
20,500
-515
29
$3.8M 1.5%
28,760
-248
30
$3.23M 1.28%
44,040
-4,700
31
$990K 0.39%
6,653
32
$433K 0.17%
3,230
33
$303K 0.12%
1,422
-386
34
$209K 0.08%
+1,918
35
$200K 0.08%
5,589
36
– –
-32,845
1
2