PIM

Progressive Investment Management Portfolio holdings

AUM $412M
1-Year Est. Return 21.35%
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.4M
3
+$1.61M
4
MSFT icon
Microsoft
MSFT
+$926K
5
TSLA icon
Tesla
TSLA
+$418K

Top Sells

1
+$4.63M
2
+$3.24M
3
+$387K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$59.2K
5
IBM icon
IBM
IBM
+$25.6K

Sector Composition

1 Technology 41.04%
2 Financials 17.72%
3 Healthcare 14.54%
4 Consumer Discretionary 10.26%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$247K 0.08%
6,844
+573
52
$232K 0.07%
2,400
53
$221K 0.07%
720
54
$211K 0.07%
2,087
-16
55
$202K 0.07%
+3,987
56
$152K 0.05%
800
57
$143K 0.05%
600
58
$124K 0.04%
700
59
$116K 0.04%
600
60
$103K 0.03%
700
61
$101K 0.03%
1,300
62
– –
-45,473
63
– –
-4,647
1 2
3