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
$93.6M
AUM Growth
+$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$533K
3
+$455K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$258K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$129K

Top Sells

1
+$361K
2
+$352K
3
+$305K
4
NVO icon
Novo Nordisk
NVO
+$170K
5
AAPL icon
Apple
AAPL
+$139K

Sector Composition

1 Technology 21.57%
2 Healthcare 16.91%
3 Financials 15.19%
4 Industrials 14.75%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$428K 0.46%
4,337
52
$416K 0.44%
4,254
53
$416K 0.44%
3,637
-31
54
$410K 0.44%
5,333
55
$408K 0.44%
3,432
-51
56
$384K 0.41%
1,255
57
$371K 0.4%
9,461
58
$357K 0.38%
70,088
+15,438
59
$355K 0.38%
8,313
60
$328K 0.35%
8,005
61
$279K 0.3%
4,917
62
$258K 0.28%
+2,306
63
$246K 0.26%
6,240
64
$228K 0.24%
1,526
65
$223K 0.24%
4,280
-919
66
$207K 0.22%
2,651
-101
67
$201K 0.21%
1,522
68
$147K 0.16%
3,642
-888
69
$129K 0.14%
+631
70
$115K 0.12%
+1,210
71
$115K 0.12%
+1,321
72
$115K 0.12%
+1,725
73
$112K 0.12%
+2,353
74
$109K 0.12%
+2,986
75
$106K 0.11%
+1,183
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3
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