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
$109M
AUM Growth
+$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$850K
3
+$615K
4
FDX icon
FedEx
FDX
+$135K
5
V icon
Visa
V
+$62.1K

Top Sells

1
+$529K
2
+$356K
3
+$287K
4
XOM icon
Exxon Mobil
XOM
+$249K
5
AAPL icon
Apple
AAPL
+$205K

Sector Composition

1 Technology 21.33%
2 Industrials 16.93%
3 Healthcare 16.52%
4 Consumer Discretionary 11.93%
5 Financials 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.27M 4.83%
182,128
-7,084
2
$4.29M 3.93%
37,225
+56
3
$4.2M 3.85%
67,629
+103
4
$3.99M 3.65%
106,380
+22,680
5
$3.98M 3.65%
26,682
+199
6
$3.66M 3.35%
92,796
+254
7
$3.48M 3.19%
78,595
-407
8
$3.39M 3.11%
32,941
+373
9
$3.36M 3.08%
89,412
+776
10
$3.15M 2.88%
104,126
-223
11
$3.02M 2.76%
19,008
+228
12
$2.99M 2.74%
22,233
-27
13
$2.9M 2.66%
+15,869
14
$2.84M 2.6%
17,717
-562
15
$2.81M 2.57%
24,404
+304
16
$2.6M 2.38%
13,968
+725
17
$2.6M 2.38%
21,243
-400
18
$2.54M 2.32%
64,040
19
$2.48M 2.27%
48,764
+541
20
$2.45M 2.24%
20,014
-1,343
21
$2.45M 2.24%
77,679
+1,109
22
$2.43M 2.23%
32,840
-646
23
$2.43M 2.22%
37,208
-80
24
$2.38M 2.18%
20,327
+125
25
$2.26M 2.07%
26,925
+5
1
2 3