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
$243M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$217K
2 +$163K
3 +$112K
4
AAPL icon
Apple
AAPL
+$96.5K
5
MCO icon
Moody's
MCO
+$61.5K

Top Sells

1 +$202K
2 +$200K
3 +$31.5K
4
BKNG icon
Booking.com
BKNG
+$6.57K
5
PYPL icon
PayPal
PYPL
+$3.53K

Sector Composition

1 Technology 42.25%
2 Financials 19.3%
3 Healthcare 12.61%
4 Consumer Discretionary 7.94%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,211
52
-13,320