PIM
Progressive Investment Management Portfolio holdings
AUM
$393M
This Quarter Return
-2.67%
1 Year Return
+17.01%
3 Year Return
+99.48%
5 Year Return
+133.71%
10 Year Return
+490.09%
AUM
$308M
AUM Growth
+$308M
(-4%)
Cap. Flow
-$2.62M
Cap. Flow
% of AUM
-0.85%
Top 10 Holdings %
Top 10 Hldgs %
52.68%
Holding
64
New
8
Increased
6
Reduced
29
Closed
–
Top Buys
| 1 |
NVIDIA
NVDA
|
$4.34M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$29.7K |
| 3 |
Vanguard Information Technology ETF
VGT
|
$23.6K |
| 4 |
Salesforce
CRM
|
$20.7K |
| 5 |
Vanguard Health Care ETF
VHT
|
$19.5K |
Top Sells
| 1 |
Adobe
ADBE
|
$4.41M |
| 2 |
Apple
AAPL
|
$343K |
| 3 |
Microsoft
MSFT
|
$289K |
| 4 |
Gartner
IT
|
$183K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$183K |
Sector Composition
| 1 | Technology | 42.85% |
| 2 | Financials | 17.74% |
| 3 | Healthcare | 13.13% |
| 4 | Consumer Discretionary | 8.04% |
| 5 | Communication Services | 6.26% |
