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
$258M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$12.1M
3
+$10.8M
4
MET icon
MetLife
MET
+$9.11M
5
CSCO icon
Cisco
CSCO
+$8.31M

Top Sells

No sells this quarter

Sector Composition

1 Technology 19.06%
2 Industrials 18.28%
3 Communication Services 13.34%
4 Consumer Discretionary 12.63%
5 Healthcare 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.8M 9.64%
+1,132,870
2
$12.1M 4.68%
+489,284
3
$10.8M 4.21%
+288,159
4
$9.11M 3.53%
+223,313
5
$8.31M 3.22%
+341,724
6
$8.19M 3.18%
+1,605,265
7
$7.75M 3.01%
+77,490
8
$7.69M 2.98%
+190,577
9
$7.4M 2.87%
+232,280
10
$7.35M 2.85%
+277,793
11
$7.32M 2.84%
+131,430
12
$7M 2.72%
+95,749
13
$6.85M 2.66%
+75,125
14
$6.77M 2.63%
+58,761
15
$6.73M 2.61%
+309,236
16
$6.72M 2.61%
+102,125
17
$6.59M 2.56%
+185,275
18
$6.58M 2.55%
+359,422
19
$6.36M 2.47%
+540,520
20
$6.3M 2.45%
+138,394
21
$5.88M 2.28%
+156,797
22
$5.87M 2.28%
+158,669
23
$5.75M 2.23%
+406,672
24
$5.68M 2.2%
+133,908
25
$5.67M 2.2%
+130,984
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