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
+$276K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.71M
3
+$792K
4
DHR icon
Danaher
DHR
+$143K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$134K

Top Sells

1
+$3.01M
2
+$2.54M
3
+$2.52M
4
LOW icon
Lowe's Companies
LOW
+$2.48M
5
IBM icon
IBM
IBM
+$2.13M

Sector Composition

1 Technology 23.46%
2 Industrials 16.73%
3 Financials 16.55%
4 Consumer Discretionary 14.73%
5 Healthcare 12.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.67M 5.81%
119,800
-1,220
2
$8.47M 5.67%
201,872
+2,164
3
$6.49M 4.35%
71,120
+42
4
$5.97M 4%
37,386
+587
5
$5.62M 3.77%
34,843
+659
6
$5.62M 3.76%
25,994
+18,974
7
$5.52M 3.7%
46,134
+789
8
$5.25M 3.52%
80,687
+590
9
$5.22M 3.5%
40,731
-629
10
$5.19M 3.48%
33,404
+366
11
$4.97M 3.33%
95,216
+32
12
$4.95M 3.32%
26,985
+71
13
$4.91M 3.29%
17,497
+372
14
$4.56M 3.05%
106,219
+407
15
$4.54M 3.04%
22,866
+260
16
$4.52M 3.03%
2,173
+64
17
$4.51M 3.02%
28,776
+387
18
$4.48M 3%
23,445
+19,405
19
$4.26M 2.86%
17,749
+72
20
$4.02M 2.69%
85,133
+1,041
21
$3.79M 2.54%
24,175
+5,054
22
$3.78M 2.53%
43,501
+1,643
23
$3.71M 2.48%
90,852
-398
24
$3.6M 2.41%
69,700
+2,600
25
$3.42M 2.29%
32,887
+1,057
1
2