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
$317M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$2.03M
3
+$2M

Top Sells

1
+$6.53M
2
+$5.28M
3
+$457K
4
MSFT icon
Microsoft
MSFT
+$284K
5
AMZN icon
Amazon
AMZN
+$284K

Sector Composition

1 Technology 41.76%
2 Financials 17.88%
3 Healthcare 12.79%
4 Consumer Discretionary 9.5%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.11M 1.61%
44,200
-922
27
$4.81M 1.52%
34,600
-900
28
$4.62M 1.46%
50,474
-711
29
$3.63M 1.14%
29,198
-121
30
$1.89M 0.59%
10,644
31
$1.14M 0.36%
14,956
-12
32
$885K 0.28%
2,130
33
$760K 0.24%
6,104
34
$530K 0.17%
1,080
35
$480K 0.15%
1,360
36
$404K 0.13%
10,937
37
$402K 0.13%
6,634
38
$387K 0.12%
4,000
39
$382K 0.12%
7,186
40
$378K 0.12%
2,757
-450
41
$363K 0.11%
13,320
42
$323K 0.1%
1,419
43
$319K 0.1%
10,754
-821
44
$296K 0.09%
1,900
45
$281K 0.09%
2,373
-30
46
$279K 0.09%
2,149
47
$259K 0.08%
2,400
48
$249K 0.08%
4,826
-670
49
$243K 0.08%
1,005
50
$229K 0.07%
1,500
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2
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