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
$310M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$7.4M
3
+$1.61M
4
MSFT icon
Microsoft
MSFT
+$926K
5
TSLA icon
Tesla
TSLA
+$418K

Top Sells

1
+$4.63M
2
+$3.24M
3
+$387K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$59.2K
5
IBM icon
IBM
IBM
+$25.6K

Sector Composition

1 Technology 41.04%
2 Financials 17.72%
3 Healthcare 14.54%
4 Consumer Discretionary 10.26%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.7M 11.2%
210,498
+9,791
2
$27.6M 8.92%
95,853
+3,212
3
$23.6M 7.62%
228,453
+99,450
4
$12.6M 4.07%
56,456
+1,018
5
$12.4M 4%
119,131
+2,353
6
$11.8M 3.81%
23,613
+297
7
$11.8M 3.8%
38,487
+623
8
$11.1M 3.58%
28,747
+269
9
$11M 3.55%
31,929
+357
10
$10.8M 3.5%
48,119
+486
11
$10.7M 3.45%
32,809
+469
12
$9.95M 3.21%
20,025
+650
13
$9.94M 3.21%
29,868
+273
14
$9.73M 3.14%
17,376
+218
15
$8.43M 2.72%
19,127
+364
16
$8.12M 2.62%
42,325
+747
17
$7.56M 2.44%
20,803
+241
18
$7.4M 2.39%
274,506
+4,348
19
$7.4M 2.39%
+12,844
20
$7.36M 2.38%
20,754
+283
21
$6.97M 2.25%
22,499
+428
22
$6.58M 2.12%
2,480
+1
23
$5.62M 1.81%
26,984
+293
24
$5.6M 1.81%
12,060
+128
25
$4.73M 1.53%
23,662
-23,178
1
2 3