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
$390M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.26K

Top Sells

1
+$722K
2
+$434K
3
+$333K
4
SPGI icon
S&P Global
SPGI
+$268K
5
AMZN icon
Amazon
AMZN
+$214K

Sector Composition

1 Technology 44.52%
2 Financials 17.45%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$228K 0.06%
8,287
+82
52
$208K 0.05%
800
53
$169K 0.04%
600
54
$148K 0.04%
700
55
$143K 0.04%
1,300
56
$131K 0.03%
600
57
$122K 0.03%
700
58
$73.9K 0.02%
375
59
– –
-11
60
– –
-2
61
– –
-38
1 2
3