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
$351M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$214K
3
+$11.3K

Top Sells

1
+$1.47M
2
+$464K
3
+$265K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$226K
5
JNJ icon
Johnson & Johnson
JNJ
+$163K

Sector Composition

1 Technology 43.91%
2 Financials 17.75%
3 Healthcare 12.26%
4 Consumer Discretionary 8.24%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.54M 1.58%
111,930
-1,020
27
$4.8M 1.36%
51,531
-377
28
$3.87M 1.1%
27,674
-765
29
$3.24M 0.92%
11,843
-162
30
$2.72M 0.77%
9,344
-7
31
$1.48M 0.42%
9,459
-1,037
32
$1.33M 0.38%
+16,153
33
$1.12M 0.32%
14,901
34
$636K 0.18%
6,957
35
$618K 0.18%
1,545
-226
36
$597K 0.17%
6,360
-274
37
$592K 0.17%
1,660
38
$536K 0.15%
1,057
-23
39
$521K 0.15%
4,800
40
$402K 0.11%
4,000
41
$366K 0.1%
1,500
42
$351K 0.1%
2,149
43
$339K 0.1%
700
-57
44
$333K 0.09%
10,937
45
$331K 0.09%
1,419
46
$318K 0.09%
1,105
47
$273K 0.08%
720
48
$249K 0.07%
2,757
-64
49
$214K 0.06%
+4,949
50
$206K 0.06%
1,869
-218
1
2
3