PIM

Progressive Investment Management Portfolio holdings

AUM $418M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.6K

Top Sells

1
+$756K
2
+$525K
3
+$439K
4
MSFT icon
Microsoft
MSFT
+$407K
5
AMZN icon
Amazon
AMZN
+$300K

Sector Composition

1 Technology 45.96%
2 Financials 17.94%
3 Consumer Discretionary 9.8%
4 Industrials 8.09%
5 Healthcare 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.11M 1.05%
10,632
-105
27
$4.11M 1.05%
42,213
-368
28
$4M 1.02%
14,654
-122
29
$3.74M 0.95%
21,234
-492
30
$3.45M 0.88%
18,821
-193
31
$3.04M 0.77%
8,511
-101
32
$1.95M 0.5%
8,768
-171
33
$1.54M 0.39%
14,000
34
$1.43M 0.36%
9,362
-10
35
$806K 0.21%
1,660
-1,488
36
$793K 0.2%
5,211
-246
37
$741K 0.19%
6,002
-70
38
$671K 0.17%
1,319
-13
39
$633K 0.16%
2,149
-15
40
$575K 0.15%
10,937
41
$507K 0.13%
4,000
42
$464K 0.12%
700
43
$438K 0.11%
1,419
44
$388K 0.1%
685
-114
45
$384K 0.1%
720
46
$366K 0.09%
13,796
+290
47
$342K 0.09%
2,757
48
$341K 0.09%
4,800
49
$309K 0.08%
1,105
50
$285K 0.07%
5,816
-8
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