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
$337M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$773K
3
+$542K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$519K
5
MSFT icon
Microsoft
MSFT
+$479K

Top Sells

1
+$42.9K
2
+$42.5K
3
+$6.81K
4
V icon
Visa
V
+$1.34K

Sector Composition

1 Technology 39.65%
2 Financials 18.46%
3 Consumer Discretionary 11.8%
4 Healthcare 11.63%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.87M 1.74%
2,472
+3
27
$5.83M 1.73%
40,166
-293
28
$5.23M 1.55%
39,140
+1,600
29
$4.86M 1.44%
29,186
+170
30
$4.3M 1.28%
20,831
+138
31
$1.76M 0.52%
10,882
+1,000
32
$1.11M 0.33%
+14,968
33
$895K 0.27%
6,104
34
$731K 0.22%
2,183
+625
35
$543K 0.16%
3,207
+450
36
$519K 0.15%
+1,080
37
$451K 0.13%
6,842
38
$427K 0.13%
7,186
39
$399K 0.12%
10,937
40
$384K 0.11%
+4,000
41
$372K 0.11%
+11,307
42
$371K 0.11%
1,360
43
$345K 0.1%
2,918
+1,000
44
$338K 0.1%
+6,173
45
$299K 0.09%
2,248
46
$284K 0.08%
1,419
47
$276K 0.08%
+1,900
48
$276K 0.08%
+13,320
49
$262K 0.08%
+2,400
50
$259K 0.08%
1,500
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3