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
$365M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$4.89M
2 +$4.72M
3 +$4.71M
4
TJX icon
TJX Companies
TJX
+$5.78K
5
IYW icon
iShares US Technology ETF
IYW
+$5.13K

Top Sells

1 +$10.6M
2 +$5.32M
3 +$620K
4
AMZN icon
Amazon
AMZN
+$543K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$222K

Sector Composition

1 Technology 43.12%
2 Financials 17.44%
3 Healthcare 12.2%
4 Consumer Discretionary 8.8%
5 Industrials 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$195K 0.05%
800
52
$162K 0.04%
600
53
$143K 0.04%
700
54
$133K 0.04%
1,300
55
$122K 0.03%
600
56
$99.8K 0.03%
700
57
$70.1K 0.02%
375
58
$5.13K ﹤0.01%
+38
59
$1.51K ﹤0.01%
+11
60
$576 ﹤0.01%
+2
61
-1,869
62
-29,138