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
$243M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$217K
2
+$163K
3
+$112K
4
AAPL icon
Apple
AAPL
+$96.5K
5
MCO icon
Moody's
MCO
+$61.5K

Top Sells

1
+$202K
2
+$200K
3
+$31.5K
4
BKNG icon
Booking.com
BKNG
+$6.57K
5
PYPL icon
PayPal
PYPL
+$3.53K

Sector Composition

1 Technology 42.25%
2 Financials 19.3%
3 Healthcare 12.61%
4 Consumer Discretionary 7.94%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.5M 11.3%
198,955
+698
2
$21.4M 8.78%
91,738
+480
3
$14.5M 5.94%
128,000
+526
4
$12.5M 5.14%
54,635
+236
5
$10.9M 4.49%
113,637
+1,697
6
$9.56M 3.93%
31,321
+116
7
$9.14M 3.76%
37,595
+253
8
$8.87M 3.64%
32,042
+54
9
$8.81M 3.62%
18,656
+128
10
$8.34M 3.43%
46,967
+324
11
$7.81M 3.21%
28,387
+180
12
$7.53M 3.1%
23,114
+127
13
$7.15M 2.94%
16,951
+100
14
$7.08M 2.91%
20,368
+19
15
$6.98M 2.87%
40,925
+248
16
$6.69M 2.75%
46,514
+98
17
$6.68M 2.74%
18,567
+126
18
$6.49M 2.67%
29,279
+93
19
$6.11M 2.51%
265,602
+1,342
20
$5.91M 2.43%
21,936
+64
21
$5.76M 2.37%
20,263
+116
22
$4.93M 2.03%
26,407
+34
23
$4.47M 1.84%
11,843
+13
24
$4.04M 1.66%
2,461
-4
25
$3.9M 1.6%
45,273
-41
1
2 3