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PIM

Progressive Investment Management Portfolio holdings

AUM $379M
1-Year Est. Return 24.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$7.74M
3
+$4.43M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$31.3K

Top Sells

1
+$11.6M
2
+$4.15M
3
+$4.11M
4
CRM icon
Salesforce
CRM
+$4M
5
AON icon
Aon
AON
+$3.04M

Sector Composition

1 Technology 48.97%
2 Financials 15.61%
3 Consumer Discretionary 8.13%
4 Communication Services 7.66%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.02M 1.22%
20,638
-596
27
$5.01M 1.22%
14,261
-222
28
$4.97M 1.21%
15,656
-167
29
$4.89M 1.19%
+17,380
30
$3.82M 0.93%
18,662
-159
31
$1.77M 0.43%
8,646
-122
32
$1.74M 0.42%
9,362
33
$1.69M 0.41%
14,000
34
$897K 0.22%
10,937
35
$864K 0.21%
5,975
-27
36
$835K 0.2%
1,660
37
$805K 0.2%
5,187
-24
38
$606K 0.15%
2,149
39
$597K 0.15%
1,305
-14
40
$543K 0.13%
4,000
41
$523K 0.13%
5,600
42
$416K 0.1%
1,419
43
$408K 0.1%
14,968
+1,172
44
$354K 0.09%
720
45
$335K 0.08%
4,800
46
$331K 0.08%
555
-130
47
$316K 0.08%
2,757
48
$312K 0.08%
1,105
49
$291K 0.07%
5,816
50
$237K 0.06%
800
1
2
3