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PIM

Progressive Investment Management Portfolio holdings

AUM $379M
1-Year Est. Return 24.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$7.74M
3
+$4.43M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$31.3K

Top Sells

1
+$11.6M
2
+$4.15M
3
+$4.11M
4
CRM icon
Salesforce
CRM
+$4M
5
AON icon
Aon
AON
+$3.04M

Sector Composition

1 Technology 48.97%
2 Financials 15.61%
3 Consumer Discretionary 8.13%
4 Communication Services 7.66%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$171K 0.04%
1,300
52
$156K 0.04%
600
53
$143K 0.03%
700
54
$133K 0.03%
700
55
$128K 0.03%
600
56
– –
-10,632
57
– –
-8,511
58
– –
-14,654
59
– –
-28,786
1 2
3