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
$390M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.26K

Top Sells

1
+$722K
2
+$434K
3
+$333K
4
SPGI icon
S&P Global
SPGI
+$268K
5
AMZN icon
Amazon
AMZN
+$214K

Sector Composition

1 Technology 44.52%
2 Financials 17.45%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.63M 1.19%
16,794
-122
27
$4.16M 1.07%
15,355
-229
28
$4.15M 1.06%
15,149
-118
29
$4M 1.03%
24,126
-924
30
$3.96M 1.01%
19,576
-65
31
$3.57M 0.92%
43,740
-80
32
$3.1M 0.8%
8,963
-87
33
$2.92M 0.75%
11,465
-97
34
$1.53M 0.39%
9,459
-10
35
$1.38M 0.35%
14,400
36
$795K 0.2%
5,817
37
$764K 0.2%
1,660
38
$736K 0.19%
6,262
-155
39
$623K 0.16%
1,492
-42
40
$602K 0.15%
1,057
41
$494K 0.13%
10,937
42
$481K 0.12%
4,000
43
$475K 0.12%
2,149
44
$424K 0.11%
4,800
45
$411K 0.11%
700
46
$393K 0.1%
1,419
47
$356K 0.09%
1,105
48
$338K 0.09%
720
49
$265K 0.07%
2,757
50
$238K 0.06%
4,656
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