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
$337M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$1.11M
2 +$773K
3 +$542K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$519K
5
MSFT icon
Microsoft
MSFT
+$479K

Top Sells

1 +$42.9K
2 +$42.5K
3 +$6.81K
4
V icon
Visa
V
+$1.34K

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