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
$365M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.72M
3
+$4.71M
4
TJX icon
TJX Companies
TJX
+$5.78K
5
IYW icon
iShares US Technology ETF
IYW
+$5.13K

Top Sells

1
+$10.6M
2
+$5.32M
3
+$620K
4
AMZN icon
Amazon
AMZN
+$543K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$222K

Sector Composition

1 Technology 43.12%
2 Financials 17.44%
3 Healthcare 12.2%
4 Consumer Discretionary 8.8%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.6M 10.31%
89,316
-1,474
2
$28.4M 7.78%
165,346
-31,052
3
$22.4M 6.13%
123,993
-3,010
4
$17.6M 4.81%
115,293
-863
5
$14.9M 4.08%
31,240
-422
6
$14.8M 4.07%
164,110
+52,180
7
$14.5M 3.97%
36,825
-409
8
$13.9M 3.8%
18,915
-83
9
$12.9M 3.55%
30,403
-516
10
$12.9M 3.54%
46,214
-689
11
$12.2M 3.35%
22,589
-326
12
$12M 3.3%
48,170
-676
13
$10.4M 2.84%
268,784
-3,240
14
$10.3M 2.81%
18,293
-301
15
$9.65M 2.65%
19,121
-291
16
$9.61M 2.64%
19,950
-273
17
$9.56M 2.62%
40,548
-705
18
$9.36M 2.57%
16,699
-254
19
$8.76M 2.4%
11,492
-183
20
$8.62M 2.36%
2,375
-33
21
$8.47M 2.32%
19,931
-377
22
$7.41M 2.03%
21,515
-337
23
$7.17M 1.97%
12,342
-165
24
$7.02M 1.92%
23,296
-345
25
$6.66M 1.83%
25,583
-230
1
2 3