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
$243M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$163K
3
+$112K
4
AAPL icon
Apple
AAPL
+$96.5K
5
MCO icon
Moody's
MCO
+$61.5K

Top Sells

1
+$202K
2
+$200K
3
+$31.5K
4
BKNG icon
Booking.com
BKNG
+$6.57K
5
PYPL icon
PayPal
PYPL
+$3.53K

Sector Composition

1 Technology 42.25%
2 Financials 19.3%
3 Healthcare 12.61%
4 Consumer Discretionary 7.94%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.47M 1.43%
51,385
+126
27
$3.18M 1.31%
33,231
-329
28
$2.52M 1.04%
12,188
+34
29
$2.46M 1.01%
9,179
+30
30
$1.74M 0.71%
10,644
31
$862K 0.35%
14,901
32
$711K 0.29%
2,130
33
$643K 0.26%
6,957
34
$434K 0.18%
1,080
35
$412K 0.17%
6,634
36
$399K 0.16%
4,800
37
$363K 0.15%
1,360
38
$321K 0.13%
1,419
39
$317K 0.13%
10,937
40
$304K 0.12%
4,000
41
$290K 0.12%
7,186
42
$278K 0.11%
2,344
+195
43
$260K 0.11%
2,757
44
$244K 0.1%
1,900
45
$230K 0.09%
2,373
46
$227K 0.09%
1,005
47
$217K 0.09%
+1,500
48
$209K 0.09%
2,400
49
$127K 0.05%
1,222
50
$75K 0.03%
918
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2
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