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
$292M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$5.89M
2 +$5.21M
3 +$2.6M
4
DAR icon
Darling Ingredients
DAR
+$1.07M
5
EBAY icon
eBay
EBAY
+$926K

Top Sells

1 +$6.26M
2 +$6.16M
3 +$5.06M
4
BBD icon
Banco Bradesco
BBD
+$2.84M
5
NKE icon
Nike
NKE
+$1.25M

Sector Composition

1 Industrials 22.01%
2 Technology 18.99%
3 Communication Services 11.81%
4 Financials 11.79%
5 Consumer Discretionary 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$7K ﹤0.01%
+123
52
$6K ﹤0.01%
+21
53
$6K ﹤0.01%
+94
54
$6K ﹤0.01%
+122
55
-20,254
56
-120
57
-262,877
58
-167