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
$149M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$453K
2
+$216K
3
+$204K
4
DHR icon
Danaher
DHR
+$193K
5
META icon
Meta Platforms (Facebook)
META
+$188K

Top Sells

1
+$80.8K
2
+$66.2K
3
+$50.3K
4
LOW icon
Lowe's Companies
LOW
+$34.4K
5
WM icon
Waste Management
WM
+$29.6K

Sector Composition

1 Technology 20.83%
2 Industrials 16.42%
3 Consumer Discretionary 14.36%
4 Healthcare 14.3%
5 Financials 13.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.45M 5.67%
199,708
+2,596
2
$7.08M 4.75%
121,020
+7,740
3
$6.49M 4.36%
36,799
+1,066
4
$6.08M 4.08%
71,078
+1,402
5
$5.78M 3.88%
41,360
+1,043
6
$5.3M 3.56%
26,914
+238
7
$5.18M 3.48%
80,097
+1,489
8
$5.17M 3.47%
33,038
+1,152
9
$5.17M 3.47%
45,345
+1,288
10
$5.05M 3.39%
34,184
+1,381
11
$4.89M 3.28%
95,184
+1,751
12
$4.43M 2.98%
17,125
+593
13
$4.41M 2.96%
17,677
+107
14
$4.37M 2.93%
22,606
+285
15
$4.19M 2.81%
28,389
+1,146
16
$4.05M 2.72%
105,812
+847
17
$3.67M 2.46%
2,109
+87
18
$3.64M 2.44%
84,092
+2,543
19
$3.51M 2.36%
67,100
+4,120
20
$3.49M 2.34%
91,250
+902
21
$3.44M 2.31%
41,858
+2,340
22
$3.32M 2.23%
63,080
-280
23
$3.28M 2.2%
17,603
+77
24
$3.27M 2.19%
21,123
+306
25
$3.22M 2.16%
43,786
+883
1
2