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

Top Buys

1
+$6.3M
2
+$5.86M
3
+$4.46M
4
NKE icon
Nike
NKE
+$1.26M
5
CSCO icon
Cisco
CSCO
+$945K

Top Sells

1
+$8.52M
2
+$6.42M
3
+$5.54M
4
AAPL icon
Apple
AAPL
+$1.93M
5
ITC
ITC HOLDINGS CORP
ITC
+$1.46M

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%
1,085
+113
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
– –
-547
58
– –
-62
59
– –
-16,279
60
– –
-58
1 2
3