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
$108M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$751K
3
+$338K
4
CBRE icon
CBRE Group
CBRE
+$79K
5
AAPL icon
Apple
AAPL
+$66.8K

Top Sells

1
+$2.13M
2
+$1.4M
3
+$421K
4
JCI icon
Johnson Controls International
JCI
+$341K
5
TJX icon
TJX Companies
TJX
+$192K

Sector Composition

1 Technology 19.04%
2 Healthcare 17.96%
3 Industrials 16.82%
4 Consumer Discretionary 11.85%
5 Financials 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$287K 0.27%
4,373
52
$261K 0.24%
1,839
+313
53
$249K 0.23%
2,851
+200
54
$220K 0.2%
1,522
55
– –
-26,705
56
– –
-23,662
57
– –
-9,803
1 2
3