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

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
VIS icon
51
Vanguard Industrials ETF
VIS
$6.32B
$198K 0.06%
800
VHT icon
52
Vanguard Health Care ETF
VHT
$16.1B
$159K 0.04%
600
VFH icon
53
Vanguard Financials ETF
VFH
$12.7B
$155K 0.04%
1,300
VAW icon
54
Vanguard Materials ETF
VAW
$2.8B
$132K 0.04%
700
VDC icon
55
Vanguard Consumer Staples ETF
VDC
$7.45B
$131K 0.04%
600
VPU icon
56
Vanguard Utilities ETF
VPU
$8.05B
$120K 0.03%
700
ALGN icon
57
Align Technology
ALGN
$9.78B
-10,997
WAT icon
58
Waters Corp
WAT
$20.4B
-20,076