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
$312M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$6.32M
3
+$5.27M
4
SSNI
Silver Spring Networks, Inc.
SSNI
+$4.97M
5
R icon
Ryder
R
+$2.08M

Top Sells

1
+$6.97M
2
+$5.55M
3
+$4.76M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.98M
5
COST icon
Costco
COST
+$1.41M

Sector Composition

1 Industrials 22.18%
2 Technology 21.11%
3 Communication Services 12.38%
4 Financials 12.18%
5 Consumer Discretionary 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5K ﹤0.01%
+62
52
$0 ﹤0.01%
+58
53
– –
-11,880
54
– –
-133,855
55
– –
-115,703
56
– –
-130,505
57
– –
-20,658
58
– –
-31
59
– –
-253
1 2
3