PIM
Progressive Investment Management Portfolio holdings
AUM
$412M
1-Year Est. Return
21.35%
1 Year Est. Return
+21.35%
AUM
$412M
AUM Growth
+$19.1M
(+4.9%)
Holding
59
Top Buys
| 1 | +$13.4M | |
| 2 | +$8.73M | |
| 3 | +$4.89M | |
| 4 |
Invesco Taxable Municipal Bond ETF
BAB
|
+$32K |
Top Sells
| 1 | +$11.6M | |
| 2 | +$4.11M | |
| 3 | +$4.01M | |
| 4 |
Salesforce
CRM
|
+$4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Vanguard Financials ETF
VFH
$13.2B
| $171K | 0.04% |
1,300
|
|
||
52
Vanguard Health Care ETF
VHT
$17.3B
| $156K | 0.04% |
600
|
|
||
53
Vanguard Materials ETF
VAW
$2.77B
| $143K | 0.03% |
700
|
|
||
54
Vanguard Utilities ETF
VPU
$7.88B
| $133K | 0.03% |
700
|
|
||
55
Vanguard Consumer Staples ETF
VDC
$7.25B
| $128K | 0.03% |
600
|
|
||
56
Adobe
ADBE
$138B
| – | – |
-10,632
|
|
||
|
57
Aon
AON
$74.7B
| – | – |
-8,511
|
|
||
|
58
Salesforce
CRM
$236B
| – | – |
-14,654
|
|
||
59
Gartner
IT
$16.7B
| – | – |
-28,786
|
|