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
$108M
AUM Growth
+$4.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$751K
3
+$338K
4
CBRE icon
CBRE Group
CBRE
+$79K
5
AAPL icon
Apple
AAPL
+$66.8K

Top Sells

1
+$2.13M
2
+$1.4M
3
+$421K
4
JCI icon
Johnson Controls International
JCI
+$341K
5
TJX icon
TJX Companies
TJX
+$192K

Sector Composition

1 Technology 19.04%
2 Healthcare 17.96%
3 Industrials 16.82%
4 Consumer Discretionary 11.85%
5 Financials 11.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.35M 4.97%
189,212
+2,364
2
$4.39M 4.08%
37,169
+316
3
$3.9M 3.63%
26,483
+5,099
4
$3.89M 3.61%
67,526
+141
5
$3.76M 3.5%
79,002
-562
6
$3.53M 3.28%
22,260
-341
7
$3.5M 3.26%
83,700
+940
8
$3.31M 3.08%
88,636
-5,134
9
$3.31M 3.08%
104,349
+208
10
$3.09M 2.87%
24,100
+142
11
$2.92M 2.72%
92,542
+312
12
$2.85M 2.65%
18,780
+159
13
$2.79M 2.59%
18,279
+129
14
$2.78M 2.58%
32,568
+631
15
$2.62M 2.44%
30,338
+385
16
$2.58M 2.39%
64,040
17
$2.56M 2.38%
21,357
-519
18
$2.55M 2.37%
37,288
+231
19
$2.54M 2.36%
48,223
+33,399
20
$2.48M 2.3%
21,643
-189
21
$2.46M 2.28%
51,786
+384
22
$2.44M 2.27%
20,202
+104
23
$2.42M 2.25%
26,920
+537
24
$2.32M 2.16%
49,862
-7,327
25
$2.31M 2.15%
13,243
-49
1
2 3