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
$317M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$2.03M
3
+$2M

Top Sells

1
+$6.53M
2
+$5.28M
3
+$457K
4
MSFT icon
Microsoft
MSFT
+$284K
5
AMZN icon
Amazon
AMZN
+$284K

Sector Composition

1 Technology 41.76%
2 Financials 17.88%
3 Healthcare 12.79%
4 Consumer Discretionary 9.5%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.2M 10.78%
196,004
-2,616
2
$26.5M 8.36%
86,051
-921
3
$20.5M 6.44%
125,480
-1,740
4
$15.2M 4.79%
108,900
-1,440
5
$13.9M 4.37%
53,271
-317
6
$12.6M 3.98%
27,720
-366
7
$12.6M 3.97%
30,748
+4,883
8
$12.4M 3.92%
22,728
-185
9
$12.4M 3.91%
36,743
-258
10
$10.5M 3.32%
18,301
-202
11
$10.2M 3.22%
46,106
-805
12
$9.67M 3.05%
45,546
-560
13
$9.38M 2.96%
31,540
-277
14
$9.17M 2.89%
28,873
-331
15
$8.84M 2.79%
19,871
-224
16
$8.63M 2.72%
18,273
-168
17
$8.6M 2.71%
40,058
-131
18
$8.27M 2.6%
16,438
+4,039
19
$7.67M 2.42%
258,142
-2,984
20
$7.04M 2.22%
19,696
-485
21
$6.73M 2.12%
21,688
-243
22
$6.55M 2.06%
11,759
-94
23
$5.66M 1.78%
2,411
-50
24
$5.54M 1.75%
25,862
-282
25
$5.16M 1.63%
+11,845
1
2 3