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
$187M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$388K
2
+$313K
3
+$232K
4
AMZN icon
Amazon
AMZN
+$227K
5
MSFT icon
Microsoft
MSFT
+$215K

Top Sells

1
+$123K
2
+$67.6K
3
+$65.9K
4
NKE icon
Nike
NKE
+$20.3K

Sector Composition

1 Technology 32.76%
2 Financials 18.99%
3 Consumer Discretionary 14.51%
4 Healthcare 10.53%
5 Industrials 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 6.06%
202,172
+2,460
2
$11.1M 5.95%
128,100
+2,620
3
$10.5M 5.64%
75,800
+1,549
4
$8.32M 4.45%
48,344
+1,123
5
$7.79M 4.17%
28,186
+473
6
$7.61M 4.07%
37,129
+693
7
$7.19M 3.85%
82,216
+1,383
8
$6.65M 3.56%
30,031
+724
9
$6.59M 3.53%
51,498
+3,033
10
$6.57M 3.52%
18,409
+483
11
$6.31M 3.38%
25,768
+519
12
$6M 3.21%
37,928
+1,470
13
$5.68M 3.04%
33,705
+802
14
$5.4M 2.89%
88,600
+5,140
15
$5.37M 2.87%
18,622
+429
16
$5.24M 2.81%
19,973
+556
17
$5.08M 2.72%
91,106
+1,714
18
$5.02M 2.69%
22,488
-303
19
$4.9M 2.62%
99,154
+1,564
20
$4.78M 2.56%
46,097
+999
21
$4.77M 2.56%
26,797
+879
22
$4.75M 2.54%
89,646
+3,065
23
$4.69M 2.51%
2,388
+69
24
$4.36M 2.33%
30,473
+980
25
$4.32M 2.31%
45,948
-216
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