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
$310M
AUM Growth
-$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$9.16M
2 +$7.45M
3 +$7.21M
4
BIIB icon
Biogen
BIIB
+$6.95M
5
VZ icon
Verizon
VZ
+$2.01M

Top Sells

1 +$8.4M
2 +$5.4M
3 +$4.82M
4
AMRC icon
Ameresco
AMRC
+$4.71M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.84M

Sector Composition

1 Technology 20.38%
2 Industrials 19.88%
3 Financials 17.53%
4 Communication Services 12.64%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-59,520
52
-1,099
53
-277,423
54
-123
55
-114,010
56
-58