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
1
$41M 10.44%
82,357
-938
2
$33.2M 8.47%
210,313
-4,170
3
$31.1M 7.93%
151,626
-2,175
4
$24.7M 6.29%
112,509
-1,516
5
$19.2M 4.9%
108,481
-1,060
6
$17.5M 4.45%
17,630
-292
7
$17.1M 4.36%
34,143
-368
8
$15.2M 3.87%
42,734
-454
9
$14.6M 3.71%
27,609
-287
10
$12.7M 3.24%
2,197
-22
11
$11.7M 2.97%
37,440
-378
12
$11.6M 2.96%
28,786
-315
13
$11.1M 2.82%
20,668
-243
14
$10.8M 2.75%
52,455
-550
15
$10.8M 2.75%
18,179
-213
16
$10.7M 2.72%
253,816
-2,282
17
$10.3M 2.64%
18,405
-208
18
$9.54M 2.43%
16,825
-186
19
$8.99M 2.29%
15,593
-151
20
$8.81M 2.24%
44,587
-499
21
$6M 1.53%
13,716
-126
22
$5.69M 1.45%
6,348
-66
23
$4.9M 1.25%
15,823
-202
24
$4.57M 1.16%
11,269
-134
25
$4.46M 1.14%
14,483
-186
1
2 3