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
$321M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$13M
2 +$2.2M
3 +$993K
4
COST icon
Costco
COST
+$452K
5
TSLA icon
Tesla
TSLA
+$418K

Sector Composition

1 Technology 44.07%
2 Financials 17.81%
3 Healthcare 13.31%
4 Consumer Discretionary 7.62%
5 Industrials 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$164K 0.05%
800
52
$147K 0.05%
600
53
$127K 0.04%
700
54
$117K 0.04%
600
55
$106K 0.03%
1,300
56
$99.5K 0.03%
700
57
-10,834
58
-1,802
59
-2,016
60
-6,844
61
-3,987