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
$133M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$336K
3
+$150K
4
DHR icon
Danaher
DHR
+$147K
5
SYY icon
Sysco
SYY
+$130K

Top Sells

1
+$2.55M
2
+$402K
3
+$43.8K
4
IBM icon
IBM
IBM
+$28.4K
5
ICE icon
Intercontinental Exchange
ICE
+$24.8K

Sector Composition

1 Technology 20.5%
2 Industrials 15.88%
3 Healthcare 14.75%
4 Consumer Discretionary 14.19%
5 Financials 13.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.59M 5.72%
197,112
+1,708
2
$6.11M 4.6%
35,733
+10,417
3
$5.45M 4.1%
113,280
+3,120
4
$5.24M 3.95%
40,317
+2,584
5
$5.19M 3.91%
69,676
+487
6
$4.93M 3.72%
78,608
+292
7
$4.68M 3.53%
26,676
+113
8
$4.64M 3.5%
44,057
+601
9
$4.57M 3.44%
32,803
+516
10
$4.09M 3.08%
93,433
-38
11
$4.02M 3.03%
16,532
+266
12
$4.01M 3.02%
22,321
+53
13
$4M 3.02%
31,886
-349
14
$3.96M 2.99%
17,570
+175
15
$3.7M 2.79%
2,022
+26
16
$3.53M 2.66%
104,965
+404
17
$3.34M 2.52%
27,243
-26
18
$3.33M 2.51%
90,348
+298
19
$3.09M 2.33%
81,549
+1,084
20
$3.08M 2.33%
63,360
21
$3.08M 2.32%
53,202
+284
22
$3.02M 2.28%
62,980
+2,420
23
$3M 2.27%
39,518
+1,936
24
$2.91M 2.19%
20,817
+295
25
$2.89M 2.18%
19,518
1
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