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
$278M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$170K
3
+$136K
4
MSCI icon
MSCI
MSCI
+$92.4K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$75.3K

Top Sells

1
+$114K
2
+$54.5K
3
+$53.7K
4
NKE icon
Nike
NKE
+$48.2K
5
NOW icon
ServiceNow
NOW
+$47.9K

Sector Composition

1 Technology 40.76%
2 Financials 19.14%
3 Healthcare 12.58%
4 Consumer Discretionary 11.48%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.17M 1.86%
11,567
+207
27
$5.07M 1.83%
31,657
-57
28
$4.41M 1.59%
28,795
+35
29
$4.17M 1.5%
20,443
-57
30
$3.75M 1.35%
42,740
-1,300
31
$1.05M 0.38%
6,680
+27
32
$476K 0.17%
3,257
+27
33
$330K 0.12%
1,422
34
$260K 0.09%
5,589
35
$218K 0.08%
+1,500
36
$210K 0.08%
1,918
1
2