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
$90.9M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$2.73M
3
+$2.56M
4
NVO icon
Novo Nordisk
NVO
+$2.53M
5
CHKP icon
Check Point Software Technologies
CHKP
+$2.32M

Top Sells

1
+$738K
2
+$253K
3
+$241K
4
R icon
Ryder
R
+$207K
5
ADBE icon
Adobe
ADBE
+$202K

Sector Composition

1 Technology 25.1%
2 Industrials 16.12%
3 Healthcare 14.72%
4 Financials 11.72%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 1.7%
+25,230
27
$1.52M 1.68%
+50,940
28
$1.52M 1.67%
+30,748
29
$1.44M 1.58%
333,475
+324,381
30
$790K 0.87%
14,632
-2,528
31
$766K 0.84%
4,477
-293
32
$659K 0.73%
13,204
-2,468
33
$640K 0.7%
6,603
-1,537
34
$629K 0.69%
13,503
-4,026
35
$575K 0.63%
7,096
-2,493
36
$563K 0.62%
12,150
-3,293
37
$562K 0.62%
6,157
-1,431
38
$555K 0.61%
10,215
-1,386
39
$543K 0.6%
30,200
-5,510
40
$539K 0.59%
8,020
-3,768
41
$535K 0.59%
3,713
-1,253
42
$526K 0.58%
4,493
-270
43
$518K 0.57%
11,585
-2,175
44
$512K 0.56%
1,267
-33
45
$469K 0.52%
3,647
+3,264
46
$453K 0.5%
5,187
-2,369
47
$450K 0.5%
5,751
+1,471
48
$450K 0.5%
+2,574
49
$446K 0.49%
+4,254
50
$436K 0.48%
+4,337
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