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
$317M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$5.16M
2 +$2.03M
3 +$2M

Top Sells

1 +$6.53M
2 +$5.28M
3 +$457K
4
MSFT icon
Microsoft
MSFT
+$284K
5
AMZN icon
Amazon
AMZN
+$284K

Sector Composition

1 Technology 41.76%
2 Financials 17.88%
3 Healthcare 12.79%
4 Consumer Discretionary 9.5%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$216K 0.07%
720
52
$165K 0.05%
1,222
53
$158K 0.05%
897
54
$96K 0.03%
918
55
$59K 0.02%
260
56
-28,867
57
-39,185