PIM
Progressive Investment Management Portfolio holdings
AUM
$418M
1-Year Est. Return
22.23%
This Fund
S&P 500
1 Year Est. Return
+22.23%
AUM
$418M
AUM Growth
+$6.39M
(+1.6%)
Holding
56
Top Buys
| 1 | +$2.31M | |
| 2 | +$2.23M | |
| 3 | +$2.23M | |
| 4 |
Eli Lilly
LLY
|
+$600K |
| 5 |
Amgen
AMGN
|
+$151K |
Top Sells
| 1 | +$9.34M | |
| 2 | +$387K | |
| 3 | +$341K | |
| 4 |
Amazon
AMZN
|
+$262K |
| 5 |
NVIDIA
NVDA
|
+$220K |
Sector Composition
| 1 | Technology | 48.63% |
| 2 | Financials | 15.92% |
| 3 | Communication Services | 9.63% |
| 4 | Consumer Discretionary | 8.22% |
| 5 | Healthcare | 7.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Financials ETF
VFH
$12.1B
| $174K | 0.04% |
1,300
|
|
||
52
Vanguard Health Care ETF
VHT
$16.5B
| $173K | 0.04% |
600
|
|
||
53
Vanguard Materials ETF
VAW
$2.93B
| $145K | 0.03% |
700
|
|
||
54
Vanguard Utilities ETF
VPU
$8.73B
| $130K | 0.03% |
700
|
|
||
55
Vanguard Consumer Staples ETF
VDC
$7.96B
| $127K | 0.03% |
600
|
|
||
56
Verisk Analytics
VRSK
$27.8B
| – | – |
-37,125
|
|