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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
1
$42.1M 10.24%
81,329
-1,028
2
$38.7M 9.41%
207,573
-2,740
3
$38.3M 9.3%
150,288
-1,338
4
$26.2M 6.37%
107,589
-892
5
$24.4M 5.93%
111,112
-1,397
6
$16.2M 3.93%
17,475
-155
7
$16.1M 3.92%
33,860
-283
8
$14.5M 3.52%
42,387
-347
9
$13.4M 3.26%
+40,677
10
$13.3M 3.24%
27,368
-241
11
$13.1M 3.18%
20,460
-208
12
$12.4M 3%
251,964
-1,852
13
$10.4M 2.52%
18,253
-152
14
$9.56M 2.32%
51,940
-515
15
$9.42M 2.29%
17,997
-182
16
$9.34M 2.27%
37,125
-315
17
$8.76M 2.13%
15,445
-148
18
$8.74M 2.12%
44,095
-492
19
$8.73M 2.12%
+70,514
20
$8.31M 2.02%
16,670
-155
21
$7.85M 1.91%
36,350
-18,575
22
$6.76M 1.64%
6,271
-77
23
$5.72M 1.39%
13,564
-152
24
$5.61M 1.36%
41,869
-344
25
$5.39M 1.31%
11,120
-149
1
2 3