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
$365M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$4.72M
3
+$4.71M
4
TJX icon
TJX Companies
TJX
+$5.78K
5
IYW icon
iShares US Technology ETF
IYW
+$5.13K

Top Sells

1
+$10.6M
2
+$5.32M
3
+$620K
4
AMZN icon
Amazon
AMZN
+$543K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$222K

Sector Composition

1 Technology 43.12%
2 Financials 17.44%
3 Healthcare 12.2%
4 Consumer Discretionary 8.8%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.93M 1.35%
50,699
-832
27
$4.89M 1.34%
+15,707
28
$4.72M 1.3%
+6,760
29
$3.95M 1.08%
26,203
-1,471
30
$3.85M 1.06%
11,735
-108
31
$3.07M 0.84%
9,201
-143
32
$1.5M 0.41%
9,469
+10
33
$1.42M 0.39%
16,049
-104
34
$1.26M 0.35%
14,901
35
$698K 0.19%
1,660
36
$651K 0.18%
6,417
+57
37
$635K 0.17%
1,545
38
$617K 0.17%
6,957
39
$588K 0.16%
1,057
40
$451K 0.12%
4,800
41
$450K 0.12%
1,500
42
$437K 0.12%
4,000
43
$410K 0.11%
2,149
44
$367K 0.1%
700
45
$360K 0.1%
10,937
46
$354K 0.1%
1,419
47
$337K 0.09%
2,757
48
$316K 0.09%
720
49
$314K 0.09%
1,105
50
$221K 0.06%
4,949
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