PIM

Progressive Investment Management Portfolio holdings

AUM $418M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$7.6K

Top Sells

1
+$756K
2
+$525K
3
+$439K
4
MSFT icon
Microsoft
MSFT
+$407K
5
AMZN icon
Amazon
AMZN
+$300K

Sector Composition

1 Technology 45.96%
2 Financials 17.94%
3 Consumer Discretionary 9.8%
4 Industrials 8.09%
5 Healthcare 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.06%
800
52
$165K 0.04%
1,300
53
$149K 0.04%
600
54
$136K 0.03%
700
55
$131K 0.03%
600
56
$124K 0.03%
700
1 2
3