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
$308M
AUM Growth
-$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$29.7K
3
+$23.6K
4
CRM icon
Salesforce
CRM
+$20.7K
5
VHT icon
Vanguard Health Care ETF
VHT
+$19.5K

Top Sells

1
+$4.41M
2
+$343K
3
+$289K
4
IT icon
Gartner
IT
+$183K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$183K

Sector Composition

1 Technology 42.85%
2 Financials 17.74%
3 Healthcare 13.13%
4 Consumer Discretionary 8.04%
5 Communication Services 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$161K 0.05%
683
+83
52
$160K 0.05%
822
+22
53
$121K 0.04%
700
54
$110K 0.04%
600
55
$104K 0.03%
1,300
56
$89.3K 0.03%
700
57
$29.7K 0.01%
+595
58
$16.2K 0.01%
+182
59
$12.2K ﹤0.01%
+244
60
$11.5K ﹤0.01%
+65
61
$9.13K ﹤0.01%
+72
62
$7.97K ﹤0.01%
+87
63
$6.16K ﹤0.01%
+99
64
$1.35K ﹤0.01%
+5
1 2
3