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
$258M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$387K
2
+$328K
3
+$279K
4
AAPL icon
Apple
AAPL
+$228K
5
AMP icon
Ameriprise Financial
AMP
+$224K

Top Sells

1
+$154K
2
+$138K
3
+$127K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$75K
5
USB icon
US Bancorp
USB
+$39.9K

Sector Composition

1 Technology 41.67%
2 Financials 20.78%
3 Healthcare 13.61%
4 Consumer Discretionary 6.56%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.24M 1.26%
45,473
+200
27
$2.79M 1.08%
31,672
-1,559
28
$2.79M 1.08%
9,302
+123
29
$2.58M 1%
12,222
+34
30
$1.87M 0.73%
10,588
-56
31
$872K 0.34%
14,901
32
$759K 0.29%
1,771
-359
33
$698K 0.27%
6,957
34
$562K 0.22%
4,800
35
$528K 0.2%
6,634
36
$513K 0.2%
1,660
+300
37
$478K 0.19%
1,080
38
$387K 0.15%
+4,647
39
$349K 0.14%
10,937
40
$339K 0.13%
1,419
41
$330K 0.13%
2,344
42
$329K 0.13%
4,000
43
$290K 0.11%
1,105
+100
44
$276K 0.11%
1,900
45
$273K 0.11%
6,271
-915
46
$252K 0.1%
1,500
47
$240K 0.09%
2,757
48
$231K 0.09%
2,103
-270
49
$227K 0.09%
2,400
50
$224K 0.09%
+720
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