PIM
Progressive Investment Management Portfolio holdings
AUM
$393M
1-Year Est. Return
17.01%
1 Year Est. Return
+17.01%
AUM
$393M
AUM Growth
+$35.3M
(+9.9%)
Holding
56
Top Sells
| 1 | +$723K | |
| 2 | +$659K | |
| 3 | +$467K | |
| 4 |
Apple
AAPL
|
+$446K |
| 5 |
Amazon
AMZN
|
+$333K |
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 | |
|---|---|---|---|---|---|---|
51
Vanguard Industrials ETF
VIS
$6.32B
| $224K | 0.06% |
800
|
|
||
52
Vanguard Financials ETF
VFH
$12.7B
| $165K | 0.04% |
1,300
|
|
||
53
Vanguard Health Care ETF
VHT
$16.1B
| $149K | 0.04% |
600
|
|
||
54
Vanguard Materials ETF
VAW
$2.81B
| $136K | 0.03% |
700
|
|
||
55
Vanguard Consumer Staples ETF
VDC
$7.44B
| $131K | 0.03% |
600
|
|
||
56
Vanguard Utilities ETF
VPU
$8.05B
| $124K | 0.03% |
700
|
|