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
$129M
AUM Growth
+$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.13M
3
+$757K
4
SPGI icon
S&P Global
SPGI
+$633K
5
AAPL icon
Apple
AAPL
+$544K

Top Sells

1
+$2.08M
2
+$2.01M
3
+$752K
4
VZ icon
Verizon
VZ
+$658K
5
GE icon
GE Aerospace
GE
+$218K

Sector Composition

1 Technology 20.08%
2 Industrials 16.4%
3 Healthcare 15.36%
4 Financials 14.71%
5 Consumer Discretionary 14.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.04M 5.47%
195,404
+15,108
2
$5.33M 4.15%
110,160
+1,780
3
$4.99M 3.88%
37,733
+318
4
$4.77M 3.71%
69,189
+640
5
$4.74M 3.69%
78,316
-396
6
$4.62M 3.6%
26,563
-20
7
$4.09M 3.18%
22,268
-27
8
$4.08M 3.17%
43,456
+620
9
$4.02M 3.12%
93,471
+759
10
$3.98M 3.1%
32,235
-112
11
$3.93M 3.06%
32,287
+688
12
$3.82M 2.97%
25,316
+777
13
$3.78M 2.94%
17,395
+3,483
14
$3.77M 2.93%
16,266
+327
15
$3.73M 2.9%
1,996
+21
16
$3.32M 2.58%
27,269
+126
17
$3.27M 2.55%
104,561
+1,105
18
$3.25M 2.53%
90,050
+550
19
$2.94M 2.29%
63,360
-160
20
$2.93M 2.28%
80,465
+2,408
21
$2.9M 2.25%
49,085
+221
22
$2.86M 2.23%
52,918
-143
23
$2.81M 2.19%
37,582
+28,504
24
$2.8M 2.18%
17,498
-49
25
$2.8M 2.17%
19,518
-13
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