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PIM

Progressive Investment Management Portfolio holdings

AUM $379M
1-Year Est. Return 24.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$3.1M
3
+$3.09M
4
URI icon
United Rentals
URI
+$2.88M
5
TXN icon
Texas Instruments
TXN
+$2.86M

Top Sells

1
+$8.12M
2
+$7.91M
3
+$7.74M
4
ROP icon
Roper Technologies
ROP
+$7.37M
5
ADSK icon
Autodesk
ADSK
+$4.59M

Sector Composition

1 Technology 47.53%
2 Financials 15.16%
3 Communication Services 9.72%
4 Healthcare 7.54%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
26
Advanced Micro Devices
AMD
$834B
$2.95M 0.78%
+14,521
TXN icon
27
Texas Instruments
TXN
$274B
$2.75M 0.73%
+14,146
GLW icon
28
Corning
GLW
$154B
$2.57M 0.68%
18,932
+8,203
ORCL icon
29
Oracle
ORCL
$530B
$2.54M 0.67%
17,232
-46
URI icon
30
United Rentals
URI
$67.3B
$2.5M 0.66%
+3,427
MU icon
31
Micron Technology
MU
$1.11T
$2.46M 0.65%
+7,268
DE icon
32
Deere & Co
DE
$156B
$2.3M 0.61%
4,088
+2,783
JNJ icon
33
Johnson & Johnson
JNJ
$580B
$2.3M 0.61%
9,390
+130
CIEN icon
34
Ciena
CIEN
$63.1B
$1.84M 0.49%
+4,748
IVW icon
35
iShares S&P 500 Growth ETF
IVW
$73.2B
$1.58M 0.42%
14,000
CTAS icon
36
Cintas
CTAS
$70.5B
$1.46M 0.38%
8,613
+29
TJX icon
37
TJX Companies
TJX
$186B
$954K 0.25%
5,975
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.06T
$795K 0.21%
1,660
MMM icon
39
3M
MMM
$82.6B
$727K 0.19%
5,008
-179
LLY icon
40
Eli Lilly
LLY
$1.01T
$578K 0.15%
628
AMGN icon
41
Amgen
AMGN
$192B
$556K 0.15%
1,580
SUSA icon
42
iShares ESG Optimized MSCI USA ETF
SUSA
$3.96B
$528K 0.14%
4,000
IBM icon
43
IBM
IBM
$256B
$521K 0.14%
2,149
VGT icon
44
Vanguard Information Technology ETF
VGT
$142B
$488K 0.13%
5,600
BAB icon
45
Invesco Taxable Municipal Bond ETF
BAB
$1.06B
$439K 0.12%
16,265
+741
VTEB icon
46
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
$325K 0.09%
6,519
AMP icon
47
Ameriprise Financial
AMP
$41.3B
$320K 0.08%
720
ADP icon
48
Automatic Data Processing
ADP
$90.4B
$288K 0.08%
1,419
MDY icon
49
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$281K 0.07%
455
-44
DIS icon
50
Walt Disney
DIS
$174B
$266K 0.07%
2,757
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