PIM

Progressive Investment Management Portfolio holdings

AUM $418M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$5.61M
2
+$5.43M
3
+$4.81M
4
IPGP icon
IPG Photonics
IPGP
+$2.7M
5
ITC
ITC HOLDINGS CORP
ITC
+$2.25M

Top Sells

1
+$5.73M
2
+$3.63M
3
+$3.24M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.2M
5
ETN icon
Eaton
ETN
+$2.01M

Sector Composition

1 Industrials 20.73%
2 Technology 19.19%
3 Communication Services 12.08%
4 Financials 11.56%
5 Consumer Discretionary 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-120,250
1 2
3