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
$98.3M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.26M
3
+$1.77M
4
VRSK icon
Verisk Analytics
VRSK
+$1.66M
5
PG icon
Procter & Gamble
PG
+$1.61M

Top Sells

1
+$1.78M
2
+$1M
3
+$673K
4
ANSS
Ansys
ANSS
+$541K
5
PNRA
Panera Bread Co
PNRA
+$487K

Sector Composition

1 Technology 20.64%
2 Healthcare 16.94%
3 Industrials 16.42%
4 Financials 13.3%
5 Consumer Staples 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$406K 0.41%
3,637
52
$395K 0.4%
4,301
53
$374K 0.38%
8,005
54
$337K 0.34%
8,313
55
$319K 0.32%
4,917
56
$260K 0.26%
4,154
-126
57
$251K 0.26%
6,240
58
$232K 0.24%
1,526
59
$222K 0.23%
2,651
60
$216K 0.22%
1,522
61
– –
-5,852
62
– –
-1,255
63
– –
-2,353
64
– –
-2,973
65
– –
-3,642
66
– –
-4,213
67
– –
-2,986
68
– –
-1,210
69
– –
-2,306
70
– –
-631
71
– –
-25,630
72
– –
-1,321
73
– –
-1,725
74
– –
-53,132
75
– –
-2,498
1 2
3
4