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
$351M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$214K
3
+$11.3K

Top Sells

1
+$1.47M
2
+$464K
3
+$265K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$226K
5
JNJ icon
Johnson & Johnson
JNJ
+$163K

Sector Composition

1 Technology 43.91%
2 Financials 17.75%
3 Healthcare 12.26%
4 Consumer Discretionary 8.24%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$176K 0.05%
800
-22
52
$150K 0.04%
600
-83
53
$133K 0.04%
700
54
$120K 0.03%
1,300
55
$115K 0.03%
600
56
$95.9K 0.03%
700
57
$65.2K 0.02%
375
-1,525
58
– –
-244
59
– –
-87
60
– –
-595
61
– –
-2,400
62
– –
-65
63
– –
-99
64
– –
-182
65
– –
-5
66
– –
-72
1 2
3