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
$146M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.65M
3
+$374K
4
AMZN icon
Amazon
AMZN
+$371K
5
ADBE icon
Adobe
ADBE
+$261K

Top Sells

1
+$3.5M
2
+$3.35M
3
+$236K
4
FDX icon
FedEx
FDX
+$169K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$121K

Sector Composition

1 Technology 28.58%
2 Financials 16.5%
3 Consumer Discretionary 15.39%
4 Healthcare 13.37%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.47M 6.5%
126,060
+4,940
2
$8.04M 5.52%
203,800
+3,252
3
$7.54M 5.18%
74,227
+1,433
4
$6.26M 4.3%
47,458
+1,131
5
$6.2M 4.26%
27,398
+1,154
6
$5.41M 3.72%
82,257
+1,771
7
$5.4M 3.71%
41,854
+939
8
$5.15M 3.54%
36,788
+1,369
9
$5.06M 3.47%
38,571
+1,179
10
$5.02M 3.45%
33,638
+394
11
$4.83M 3.31%
18,107
+477
12
$4.36M 2.99%
100,545
-1,122
13
$4.36M 2.99%
47,647
+2,573
14
$4.3M 2.95%
22,798
+94
15
$4.23M 2.9%
29,562
+556
16
$4.22M 2.89%
26,462
-242
17
$4.19M 2.87%
80,860
+7,220
18
$4.13M 2.84%
24,325
+426
19
$4.09M 2.81%
91,340
+660
20
$4.05M 2.78%
97,509
+2,902
21
$3.96M 2.72%
2,298
+77
22
$3.88M 2.67%
35,619
+1,505
23
$3.84M 2.64%
45,667
+1,050
24
$3.74M 2.57%
18,341
+336
25
$3.56M 2.44%
47,965
+345
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