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
$308M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$29.7K
3
+$23.6K
4
CRM icon
Salesforce
CRM
+$20.7K
5
VHT icon
Vanguard Health Care ETF
VHT
+$19.5K

Top Sells

1
+$4.41M
2
+$343K
3
+$289K
4
IT icon
Gartner
IT
+$183K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$183K

Sector Composition

1 Technology 42.85%
2 Financials 17.74%
3 Healthcare 13.13%
4 Consumer Discretionary 8.04%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.81M 1.56%
23,737
+102
27
$3.83M 1.25%
51,908
-5
28
$3.72M 1.21%
28,439
-1,396
29
$3.67M 1.19%
12,005
-111
30
$3.03M 0.98%
9,351
-33
31
$1.63M 0.53%
10,496
-30
32
$1.02M 0.33%
14,901
33
$668K 0.22%
1,771
34
$590K 0.19%
6,634
35
$581K 0.19%
1,660
36
$545K 0.18%
6,957
37
$493K 0.16%
1,080
38
$459K 0.15%
4,800
39
$360K 0.12%
4,000
40
$341K 0.11%
1,419
41
$333K 0.11%
10,937
42
$314K 0.1%
757
+57
43
$304K 0.1%
1,500
44
$302K 0.1%
2,149
45
$297K 0.1%
1,105
46
$292K 0.09%
1,900
47
$237K 0.08%
720
48
$229K 0.07%
2,821
+64
49
$226K 0.07%
2,400
50
$202K 0.07%
2,087
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