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
$357M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$1.84M
3
+$792K
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$35.4K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$28.2K

Top Sells

1
+$7.45M
2
+$2.29M
3
+$702K
4
AMZN icon
Amazon
AMZN
+$701K
5
MSFT icon
Microsoft
MSFT
+$635K

Sector Composition

1 Technology 44.17%
2 Financials 19.58%
3 Consumer Discretionary 9.23%
4 Industrials 8.15%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$198K 0.06%
800
52
$159K 0.04%
600
53
$155K 0.04%
1,300
54
$132K 0.04%
700
55
$131K 0.04%
600
56
$120K 0.03%
700
57
– –
-10,997
58
– –
-20,076
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