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
51
$263K 0.07%
5,255
+599
52
$204K 0.05%
800
53
$153K 0.04%
1,300
54
$152K 0.04%
600
55
$131K 0.03%
700
56
$127K 0.03%
600
57
$114K 0.03%
700
58
-375