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
$393M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.69K

Top Sells

1
+$723K
2
+$659K
3
+$467K
4
AAPL icon
Apple
AAPL
+$446K
5
AMZN icon
Amazon
AMZN
+$333K

Sector Composition

1 Technology 45.96%
2 Financials 17.94%
3 Consumer Discretionary 9.8%
4 Industrials 8.09%
5 Healthcare 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADBE icon
26
Adobe
ADBE
$144B
$4.11M 1.05%
10,632
-105
LRCX icon
27
Lam Research
LRCX
$182B
$4.11M 1.05%
42,213
-368
CRM icon
28
Salesforce
CRM
$242B
$4M 1.02%
14,654
-122
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$3.11T
$3.74M 0.95%
21,234
-492
AMAT icon
30
Applied Materials
AMAT
$182B
$3.45M 0.88%
18,821
-193
AON icon
31
Aon
AON
$74.3B
$3.04M 0.77%
8,511
-101
CTAS icon
32
Cintas
CTAS
$77.3B
$1.95M 0.5%
8,768
-171
IVW icon
33
iShares S&P 500 Growth ETF
IVW
$66.5B
$1.54M 0.39%
14,000
JNJ icon
34
Johnson & Johnson
JNJ
$467B
$1.43M 0.36%
9,362
-10
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.07T
$806K 0.21%
1,660
-1,488
MMM icon
36
3M
MMM
$82.6B
$793K 0.2%
5,211
-246
TJX icon
37
TJX Companies
TJX
$160B
$741K 0.19%
6,002
-70
DE icon
38
Deere & Co
DE
$125B
$671K 0.17%
1,319
-13
IBM icon
39
IBM
IBM
$264B
$633K 0.16%
2,149
-15
GLW icon
40
Corning
GLW
$73.3B
$575K 0.15%
10,937
SUSA icon
41
iShares ESG Optimized MSCI USA ETF
SUSA
$3.7B
$507K 0.13%
4,000
VGT icon
42
Vanguard Information Technology ETF
VGT
$110B
$464K 0.12%
700
ADP icon
43
Automatic Data Processing
ADP
$115B
$438K 0.11%
1,419
MDY icon
44
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$388K 0.1%
685
-114
AMP icon
45
Ameriprise Financial
AMP
$44.7B
$384K 0.1%
720
BAB icon
46
Invesco Taxable Municipal Bond ETF
BAB
$930M
$366K 0.09%
13,796
+290
DIS icon
47
Walt Disney
DIS
$202B
$342K 0.09%
2,757
NKE icon
48
Nike
NKE
$100B
$341K 0.09%
4,800
AMGN icon
49
Amgen
AMGN
$163B
$309K 0.08%
1,105
VTEB icon
50
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$285K 0.07%
5,816
-8
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