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
$98.3M
AUM Growth
+$4.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.26M
3
+$1.77M
4
VRSK icon
Verisk Analytics
VRSK
+$1.66M
5
PG icon
Procter & Gamble
PG
+$1.61M

Top Sells

1
+$1.78M
2
+$1M
3
+$673K
4
ANSS
Ansys
ANSS
+$541K
5
PNRA
Panera Bread Co
PNRA
+$487K

Sector Composition

1 Technology 20.64%
2 Healthcare 16.94%
3 Industrials 16.42%
4 Financials 13.3%
5 Consumer Staples 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.97M 5.05%
182,304
-4,356
2
$3.65M 3.71%
93,122
-3,496
3
$3.5M 3.56%
63,453
+10,115
4
$3.2M 3.26%
29,587
+371
5
$3.08M 3.13%
75,008
+15,438
6
$2.91M 2.96%
20,867
+21
7
$2.9M 2.95%
21,970
-661
8
$2.87M 2.92%
100,735
+1,023
9
$2.8M 2.85%
17,780
-123
10
$2.63M 2.67%
18,164
-173
11
$2.54M 2.58%
21,760
-1,335
12
$2.44M 2.48%
87,010
+2,238
13
$2.38M 2.42%
27,184
-2,447
14
$2.31M 2.35%
+77,960
15
$2.31M 2.35%
30,039
+550
16
$2.28M 2.32%
59,820
+940
17
$2.27M 2.31%
55,676
-594
18
$2.26M 2.3%
+50,012
19
$2.26M 2.3%
22,046
-1,301
20
$2.24M 2.27%
19,548
-203
21
$2.18M 2.22%
29,091
+23,532
22
$2.16M 2.2%
13,276
+92
23
$2.15M 2.19%
33,998
-868
24
$2.1M 2.13%
25,465
+19,613
25
$2.09M 2.12%
26,101
+20,768
1
2 3 4