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
$187M
AUM Growth
+$8.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$380K
2
+$304K
3
+$243K
4
VRSK icon
Verisk Analytics
VRSK
+$228K
5
MSFT icon
Microsoft
MSFT
+$213K

Top Sells

1
+$126K
2
+$65.4K
3
+$64K
4
NKE icon
Nike
NKE
+$18.5K

Sector Composition

1 Technology 32.76%
2 Financials 18.99%
3 Consumer Discretionary 14.51%
4 Healthcare 10.53%
5 Industrials 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.05M 2.17%
96,829
+106
27
$4M 2.14%
244,846
+7,734
28
$3.59M 1.92%
13,229
+410
29
$3.55M 1.9%
28,539
+812
30
$3.44M 1.84%
22,006
+584
31
$3.42M 1.83%
56,100
-1,080
32
$1.9M 1.02%
48,858
+1,070
33
$861K 0.46%
6,653
-954
34
$510K 0.27%
2,454
+853
35
$487K 0.26%
3,545
+315
36
$309K 0.17%
5,589
37
$273K 0.15%
1,960
1
2