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
$321M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$13M
2
+$2.2M
3
+$993K
4
COST icon
Costco
COST
+$452K
5
TSLA icon
Tesla
TSLA
+$418K

Sector Composition

1 Technology 44.07%
2 Financials 17.81%
3 Healthcare 13.31%
4 Consumer Discretionary 7.62%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.28M 1.34%
12,116
-206
27
$4.19M 1.31%
51,913
-1,092
28
$3.57M 1.11%
29,835
-1,266
29
$3.24M 1.01%
9,384
-96
30
$1.74M 0.54%
10,526
-25
31
$1.05M 0.33%
14,901
32
$718K 0.22%
1,771
33
$582K 0.18%
6,957
34
$566K 0.18%
1,660
35
$562K 0.18%
6,634
36
$553K 0.17%
13,070
-250
37
$530K 0.17%
4,800
-821
38
$517K 0.16%
1,080
39
$383K 0.12%
10,937
40
$375K 0.12%
4,000
41
$312K 0.1%
1,419
42
$310K 0.1%
700
43
$306K 0.1%
1,900
44
$288K 0.09%
2,149
45
$287K 0.09%
1,500
46
$246K 0.08%
2,757
-10
47
$245K 0.08%
1,105
-102
48
$239K 0.07%
2,400
49
$239K 0.07%
720
50
$228K 0.07%
2,087
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2
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