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
$155M
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$76.6K
2
+$47.3K
3
+$45.9K
4
ADBE icon
Adobe
ADBE
+$13.9K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.77K

Top Sells

1
+$540K
2
+$175K
3
+$137K
4
AMZN icon
Amazon
AMZN
+$117K
5
ITW icon
Illinois Tool Works
ITW
+$110K

Sector Composition

1 Technology 23.94%
2 Financials 16.73%
3 Consumer Discretionary 15.56%
4 Industrials 15.1%
5 Healthcare 12.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 6.49%
118,420
-1,380
2
$9.17M 5.92%
198,904
-2,968
3
$7.23M 4.66%
37,213
-173
4
$7.02M 4.53%
71,588
+468
5
$6.35M 4.1%
26,051
+57
6
$6.04M 3.9%
45,635
-499
7
$5.91M 3.81%
34,640
-203
8
$5.85M 3.78%
79,282
-1,405
9
$4.95M 3.19%
28,430
-346
10
$4.88M 3.15%
40,226
-505
11
$4.83M 3.11%
23,677
+232
12
$4.79M 3.09%
93,705
-1,511
13
$4.76M 3.07%
17,267
-230
14
$4.59M 2.96%
32,866
-538
15
$4.45M 2.87%
104,047
-2,172
16
$4.37M 2.82%
2,158
-15
17
$4.36M 2.81%
26,496
-489
18
$4.35M 2.8%
22,455
-411
19
$4.24M 2.73%
89,040
-1,812
20
$3.99M 2.58%
83,642
-1,491
21
$3.95M 2.55%
71,080
+1,380
22
$3.85M 2.49%
16,980
-769
23
$3.82M 2.46%
47,971
-1,301
24
$3.81M 2.46%
43,514
+13
25
$3.66M 2.36%
17,529
-325
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