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
$321M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$190K
2
+$40K
3
+$15.1K
4
FAST icon
Fastenal
FAST
+$6.81K
5
IDXX icon
Idexx Laboratories
IDXX
+$4.42K

Top Sells

1
+$388K
2
+$273K
3
+$165K
4
AMZN icon
Amazon
AMZN
+$158K
5
ADBE icon
Adobe
ADBE
+$111K

Sector Composition

1 Technology 39.49%
2 Financials 19.7%
3 Consumer Discretionary 12.5%
4 Healthcare 11.54%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.02M 1.88%
29,251
-18
27
$5.4M 1.68%
2,469
-9
28
$4.69M 1.46%
29,016
-103
29
$4.63M 1.44%
20,693
-29
30
$4.58M 1.43%
37,540
-3,180
31
$1.63M 0.51%
9,882
32
$1.01M 0.32%
6,104
33
$550K 0.17%
1,558
-14
34
$485K 0.15%
2,757
35
$461K 0.14%
6,842
36
$447K 0.14%
10,937
37
$409K 0.13%
7,186
38
$378K 0.12%
1,360
39
$315K 0.1%
2,248
40
$282K 0.09%
1,419
41
$276K 0.09%
1,500
42
$245K 0.08%
1,005
43
$222K 0.07%
1,918
1
2