PIM

Progressive Investment Management Portfolio holdings

AUM $393M
1-Year Est. Return 17.01%
This Quarter Est. Return
1 Year Est. Return
+17.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$2.9M
2 +$850K
3 +$615K
4
FDX icon
FedEx
FDX
+$135K
5
V icon
Visa
V
+$62.1K

Top Sells

1 +$529K
2 +$356K
3 +$287K
4
XOM icon
Exxon Mobil
XOM
+$249K
5
AAPL icon
Apple
AAPL
+$205K

Sector Composition

1 Technology 21.33%
2 Industrials 16.93%
3 Healthcare 16.52%
4 Consumer Discretionary 11.93%
5 Financials 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$248K 0.23%
1,522
52
$231K 0.21%
1,526
-313
53
-4,373
54
-4,503
55
-13,348
56
-2,851