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
$390M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$2.26K

Top Sells

1
+$722K
2
+$434K
3
+$333K
4
SPGI icon
S&P Global
SPGI
+$268K
5
AMZN icon
Amazon
AMZN
+$214K

Sector Composition

1 Technology 44.52%
2 Financials 17.45%
3 Healthcare 11.26%
4 Consumer Discretionary 8.56%
5 Industrials 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.6M 9.64%
87,360
-773
2
$37.5M 9.62%
160,896
-1,863
3
$22.5M 5.76%
120,558
-1,146
4
$19M 4.87%
156,412
-5,942
5
$19M 4.86%
113,395
-900
6
$17.1M 4.38%
35,970
-375
7
$16.5M 4.23%
18,595
-163
8
$15.5M 3.97%
30,540
-330
9
$15.2M 3.9%
29,396
-519
10
$13.1M 3.36%
47,089
-378
11
$12.4M 3.18%
45,113
-409
12
$11.3M 2.89%
19,294
-240
13
$11.1M 2.85%
21,998
-283
14
$10.6M 2.71%
39,437
-437
15
$10M 2.57%
11,198
-117
16
$9.92M 2.54%
17,824
-169
17
$9.75M 2.5%
2,314
-33
18
$9.64M 2.47%
19,521
-199
19
$9.53M 2.45%
16,357
-205
20
$9.45M 2.42%
264,612
-2,046
21
$7.47M 1.92%
20,767
-358
22
$7.39M 1.9%
11,952
-152
23
$5.82M 1.49%
11,247
-157
24
$5.51M 1.41%
14,186
-132
25
$5.16M 1.32%
6,662
-46
1
2 3