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
$256M
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.34M
3
+$491K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$332K
5
AAPL icon
Apple
AAPL
+$308K

Top Sells

1
+$3.63M
2
+$249K
3
+$229K
4
AMP icon
Ameriprise Financial
AMP
+$216K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$158K

Sector Composition

1 Technology 42.42%
2 Financials 19.33%
3 Healthcare 12.81%
4 Consumer Discretionary 7.31%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 1.43%
33,560
-1,040
27
$3.17M 1.24%
45,314
+1,114
28
$2.88M 1.12%
12,154
+309
29
$2.47M 0.96%
+9,149
30
$1.89M 0.74%
10,644
31
$899K 0.35%
14,901
-55
32
$753K 0.29%
6,957
+853
33
$638K 0.25%
2,130
34
$491K 0.19%
+4,800
35
$447K 0.17%
1,080
36
$371K 0.14%
1,360
37
$371K 0.14%
6,634
38
$345K 0.13%
10,937
39
$331K 0.13%
7,186
40
$323K 0.13%
4,000
41
$303K 0.12%
2,149
42
$298K 0.12%
1,419
43
$261K 0.1%
1,900
44
$260K 0.1%
2,757
45
$258K 0.1%
2,373
46
$245K 0.1%
1,005
47
$222K 0.09%
2,400
48
$202K 0.08%
13,320
49
$200K 0.08%
7,211
-3,543
50
$137K 0.05%
1,222
1
2
3