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
$120M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$3.52M
3
+$2.98M
4
ANSS
Ansys
ANSS
+$2.9M
5
VRSK icon
Verisk Analytics
VRSK
+$106K

Top Sells

1
+$2.43M
2
+$2.43M
3
+$2.24M
4
ABB
ABB Ltd
ABB
+$1.62M
5
NVO icon
Novo Nordisk
NVO
+$1.29M

Sector Composition

1 Technology 20.54%
2 Industrials 15.99%
3 Consumer Discretionary 15.18%
4 Financials 13.98%
5 Healthcare 13.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 2.06%
30,717
+35
27
$2.46M 2.05%
20,425
-818
28
$2.43M 2.03%
27,090
+165
29
$2.43M 2.03%
58,600
+840
30
$2.42M 2.01%
20,364
+37
31
$2.36M 1.97%
29,104
+1,301
32
$2.21M 1.84%
26,936
+19
33
$2.08M 1.74%
49,464
-57
34
$2.01M 1.68%
34,115
-274
35
$1.86M 1.55%
43,212
-349
36
$1.43M 1.19%
42,543
-715
37
$858K 0.71%
6,597
-183
38
$752K 0.63%
7,006
39
$698K 0.58%
9,572
-654
40
$688K 0.57%
9,078
+169
41
$658K 0.55%
13,488
42
$620K 0.52%
10,361
-48
43
$573K 0.48%
4,570
+50
44
$432K 0.36%
8,329
45
$428K 0.36%
8,313
46
$382K 0.32%
4,861
47
$273K 0.23%
1,639
+117
48
$218K 0.18%
1,526
49
– –
-32,840
50
– –
-24,388
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