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
$292M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.21M
3
+$2.6M
4
DAR icon
Darling Ingredients
DAR
+$1.07M
5
EBAY icon
eBay
EBAY
+$926K

Top Sells

1
+$6.26M
2
+$6.16M
3
+$5.06M
4
BBD icon
Banco Bradesco
BBD
+$2.84M
5
NKE icon
Nike
NKE
+$1.25M

Sector Composition

1 Industrials 22.01%
2 Technology 18.99%
3 Communication Services 11.81%
4 Financials 11.79%
5 Consumer Discretionary 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.5M 7.71%
806,813
-181,277
2
$10.7M 3.67%
223,211
+824
3
$9.05M 3.1%
116,670
+421
4
$8.95M 3.06%
157,943
+544
5
$8.77M 3%
277,782
+925
6
$8.73M 2.99%
273,892
-148
7
$8.53M 2.92%
190,111
+565
8
$8.41M 2.88%
156,604
+571
9
$8.37M 2.87%
186,085
+810
10
$8.36M 2.86%
81,642
+6,517
11
$8.33M 2.85%
536,675
+1,675
12
$8.22M 2.82%
94,320
+341
13
$8.15M 2.79%
406,812
+1,512
14
$8.12M 2.78%
254,241
+951
15
$8.07M 2.76%
349,310
+40,074
16
$7.9M 2.71%
116,046
+469
17
$7.88M 2.7%
200,432
-31,848
18
$7.67M 2.63%
76,700
+300
19
$7.64M 2.62%
58,772
+311
20
$7.3M 2.5%
121,978
+492
21
$7.07M 2.42%
338,645
+51,259
22
$6.97M 2.39%
130,505
+441
23
$6.83M 2.34%
65,164
+254
24
$6.8M 2.33%
100,345
-17
25
$6.26M 2.15%
359,155
+1,630
1
2 3