PIM

Progressive Investment Management Portfolio holdings

AUM $418M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$804K
3
+$569K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$530K
5
MSFT icon
Microsoft
MSFT
+$494K

Top Sells

1
+$47.8K
2
+$41.8K
3
+$7.22K
4
V icon
Visa
V
+$1.41K

Sector Composition

1 Technology 39.65%
2 Financials 18.46%
3 Consumer Discretionary 11.8%
4 Healthcare 11.63%
5 Industrials 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$214K 0.06%
1,005
52
$161K 0.05%
+1,222
53
$152K 0.05%
+897
54
$92K 0.03%
+918
55
$58K 0.02%
+260
1 2
3