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
$389M
AUM Growth
-$386K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$102K
2
+$30K

Top Sells

1
+$1M
2
+$985K
3
+$625K
4
SPGI icon
S&P Global
SPGI
+$494K
5
NVDA icon
NVIDIA
NVDA
+$430K

Sector Composition

1 Technology 44.29%
2 Financials 17.64%
3 Consumer Discretionary 9.8%
4 Healthcare 9.45%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.85M 1.24%
16,399
-395
27
$4.52M 1.16%
15,027
-328
28
$4.25M 1.09%
22,435
-1,691
29
$4.13M 1.06%
6,547
-115
30
$3.15M 0.81%
8,771
-192
31
$3.1M 0.8%
19,067
-509
32
$3.06M 0.79%
42,425
-1,315
33
$2.29M 0.59%
10,997
-468
34
$1.46M 0.38%
14,400
35
$1.35M 0.35%
9,362
-97
36
$757K 0.19%
6,262
37
$752K 0.19%
1,660
38
$751K 0.19%
5,817
39
$584K 0.15%
1,378
-114
40
$520K 0.13%
10,937
41
$486K 0.12%
4,000
42
$472K 0.12%
2,149
43
$455K 0.12%
799
-258
44
$435K 0.11%
700
45
$415K 0.11%
1,419
46
$383K 0.1%
720
47
$363K 0.09%
4,800
48
$319K 0.08%
12,181
+3,894
49
$307K 0.08%
2,757
50
$288K 0.07%
1,105
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