PIM

Progressive Investment Management Portfolio holdings

AUM $418M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$361K
2
+$351K
3
+$300K
4
AAPL icon
Apple
AAPL
+$250K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$228K

Top Sells

1
+$148K
2
+$146K
3
+$127K
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$75K
5
USB icon
US Bancorp
USB
+$39.2K

Sector Composition

1 Technology 41.67%
2 Financials 20.78%
3 Healthcare 13.61%
4 Consumer Discretionary 6.56%
5 Industrials 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.09%
+700
52
$149K 0.06%
+600
53
$146K 0.06%
+800
54
$119K 0.05%
+700
55
$115K 0.04%
+600
56
$108K 0.04%
+1,300
57
$107K 0.04%
+700
58
– –
-918
59
– –
-1,222
1 2
3