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
$256M
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$2.47M
2 +$1.34M
3 +$491K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$332K
5
AAPL icon
Apple
AAPL
+$308K

Top Sells

1 +$3.63M
2 +$249K
3 +$229K
4
AMP icon
Ameriprise Financial
AMP
+$216K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$158K

Sector Composition

1 Technology 42.42%
2 Financials 19.33%
3 Healthcare 12.81%
4 Consumer Discretionary 7.31%
5 Communication Services 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$83K 0.03%
918
52
-720
53
-29,198
54
-1,500
55
-897
56
-4,826
57
-260