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
$86.6M
AUM Growth
-$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$2.03M
2
+$1.96M
3
+$1.87M
4
LOW icon
Lowe's Companies
LOW
+$1.76M
5
DGX icon
Quest Diagnostics
DGX
+$1.76M

Top Sells

1
+$1.79M
2
+$1.52M
3
+$1.44M
4
EBAY icon
eBay
EBAY
+$1.38M
5
IHS
IHS INC CL-A COM STK
IHS
+$469K

Sector Composition

1 Technology 23.49%
2 Healthcare 16.53%
3 Industrials 15.43%
4 Financials 14.8%
5 Consumer Discretionary 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.29M 6.11%
191,932
-1,880
2
$3.48M 4.01%
97,340
+1,480
3
$3.11M 3.59%
114,808
-5,732
4
$2.73M 3.15%
29,205
+1,064
5
$2.66M 3.07%
18,375
+613
6
$2.65M 3.06%
22,406
-377
7
$2.62M 3.02%
99,706
+3,232
8
$2.52M 2.91%
18,165
+752
9
$2.47M 2.86%
20,869
+984
10
$2.45M 2.83%
56,519
+1,466
11
$2.42M 2.8%
32,718
+27,396
12
$2.39M 2.76%
53,974
+2,480
13
$2.38M 2.75%
30,062
+868
14
$2.3M 2.66%
23,142
+1,537
15
$2.02M 2.33%
19,785
+470
16
$1.97M 2.28%
23,961
+543
17
$1.97M 2.27%
35,034
+850
18
$1.96M 2.26%
+68,603
19
$1.95M 2.26%
59,483
+7,368
20
$1.95M 2.26%
13,569
+78
21
$1.88M 2.17%
34,918
+1,891
22
$1.87M 2.16%
+58,680
23
$1.76M 2.04%
+25,614
24
$1.76M 2.04%
+28,694
25
$1.74M 2.01%
23,529
+1,462
1
2 3