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
$360M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$7.35M
2 +$217K
3 +$12.9K
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$8.85K

Top Sells

1 +$4.3M
2 +$4.02M
3 +$1.14M
4
AMZN icon
Amazon
AMZN
+$604K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$527K

Sector Composition

1 Technology 43.33%
2 Financials 16.99%
3 Healthcare 11.45%
4 Consumer Discretionary 11.26%
5 Communication Services 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$226K 0.06%
1,005
52
$217K 0.06%
+720
53
$178K 0.05%
1,222
54
$160K 0.04%
897
55
$100K 0.03%
918
56
$63K 0.02%
260
57
-20,831