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
$291M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.99M
3
+$4.52M
4
NKE icon
Nike
NKE
+$1.29M
5
CSCO icon
Cisco
CSCO
+$1.02M

Top Sells

1
+$8.44M
2
+$6.76M
3
+$5.37M
4
AAPL icon
Apple
AAPL
+$1.96M
5
ITC
ITC HOLDINGS CORP
ITC
+$1.54M

Sector Composition

1 Financials 20.93%
2 Technology 19.92%
3 Industrials 15.34%
4 Consumer Discretionary 12.38%
5 Communication Services 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$74K 0.03%
1,254
+129
52
$73K 0.03%
882
+92
53
$69K 0.02%
1,758
+183
54
$67K 0.02%
8,618
+883
55
$63K 0.02%
1,640
-139,835
56
$60K 0.02%
2,892
+294
57
– –
-62
58
– –
-16,279
59
– –
-547
60
– –
-58
1 2
3