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
$178M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$3.86M
3
+$3.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$116K
5
VRSK icon
Verisk Analytics
VRSK
+$55.4K

Top Sells

1
+$4.75M
2
+$3.34M
3
+$2.96M
4
META icon
Meta Platforms (Facebook)
META
+$2.4M
5
AAPL icon
Apple
AAPL
+$73.4K

Sector Composition

1 Technology 32.87%
2 Financials 19.13%
3 Consumer Discretionary 14.97%
4 Healthcare 10.49%
5 Industrials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.88M 2.17%
46,164
-633
27
$3.86M 2.17%
+237,112
28
$3.54M 1.98%
27,727
-3
29
$3.39M 1.9%
+12,819
30
$3.23M 1.81%
21,422
-145
31
$3.1M 1.74%
57,180
-920
32
$1.89M 1.06%
47,788
-10
33
$1.06M 0.59%
7,607
-34,092
34
$468K 0.26%
3,230
-23,083
35
$341K 0.19%
1,601
-9
36
$293K 0.16%
5,589
37
$258K 0.14%
1,960
+52
38
– –
-16,307
1
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