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
$310M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.4M
3
+$1.61M
4
MSFT icon
Microsoft
MSFT
+$926K
5
TSLA icon
Tesla
TSLA
+$418K

Top Sells

1
+$4.63M
2
+$3.24M
3
+$387K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$59.2K
5
IBM icon
IBM
IBM
+$25.6K

Sector Composition

1 Technology 41.04%
2 Financials 17.72%
3 Healthcare 14.54%
4 Consumer Discretionary 10.26%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.12M 1.33%
12,322
+100
27
$3.86M 1.25%
53,005
+1,048
28
$3.23M 1.04%
31,101
-571
29
$2.99M 0.96%
9,480
+178
30
$1.64M 0.53%
10,551
-37
31
$952K 0.31%
14,901
32
$731K 0.24%
1,771
33
$689K 0.22%
5,621
+821
34
$611K 0.2%
6,957
35
$520K 0.17%
6,634
36
$513K 0.17%
1,660
37
$495K 0.16%
1,080
38
$418K 0.14%
+2,016
39
$386K 0.12%
10,937
40
$370K 0.12%
+13,320
41
$351K 0.11%
4,000
42
$316K 0.1%
1,419
43
$292K 0.09%
1,207
+102
44
$291K 0.09%
+10,834
45
$288K 0.09%
1,900
46
$282K 0.09%
2,149
-195
47
$277K 0.09%
2,767
+10
48
$276K 0.09%
1,500
49
$270K 0.09%
700
50
$268K 0.09%
+1,802
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