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
$310M
AUM Growth
-$1.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$9.16M
2
+$7.45M
3
+$7.21M
4
BIIB icon
Biogen
BIIB
+$6.95M
5
VZ icon
Verizon
VZ
+$2.01M

Top Sells

1
+$8.4M
2
+$5.4M
3
+$4.82M
4
AMRC icon
Ameresco
AMRC
+$4.71M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.84M

Sector Composition

1 Technology 20.38%
2 Industrials 19.88%
3 Financials 17.53%
4 Communication Services 12.64%
5 Consumer Discretionary 9.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.6M 5.98%
640,714
-98,245
2
$11.1M 3.59%
225,095
+1,289
3
$10.2M 3.28%
197,135
+177,613
4
$9.53M 3.07%
410,344
+2,216
5
$9.28M 2.99%
189,629
+41,166
6
$8.9M 2.87%
334,812
+39,650
7
$8.8M 2.84%
411,233
+1,599
8
$8.79M 2.84%
115,242
+741
9
$8.52M 2.75%
603,766
-64,475
10
$8.37M 2.7%
105,698
+10,339
11
$8.11M 2.61%
117,826
+736
12
$8.03M 2.59%
232,282
-49,613
13
$8.02M 2.58%
153,322
+209
14
$7.97M 2.57%
63,035
-21,516
15
$7.88M 2.54%
208,605
+22,025
16
$7.86M 2.53%
59,177
+288
17
$7.85M 2.53%
202,390
+1,452
18
$7.8M 2.51%
88,547
-19,687
19
$7.7M 2.48%
66,006
+523
20
$7.59M 2.45%
155,637
-20,995
21
$7.57M 2.44%
359,318
+1,799
22
$7.49M 2.41%
167,413
-22,956
23
$7.49M 2.41%
103,440
-13,645
24
$7.45M 2.4%
+141,336
25
$7.42M 2.39%
203,451
-52,716
1
2 3