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
$90.9M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$2.73M
3
+$2.56M
4
NVO icon
Novo Nordisk
NVO
+$2.53M
5
CHKP icon
Check Point Software Technologies
CHKP
+$2.32M

Top Sells

1
+$738K
2
+$253K
3
+$241K
4
R icon
Ryder
R
+$207K
5
ADBE icon
Adobe
ADBE
+$202K

Sector Composition

1 Technology 25.1%
2 Industrials 16.12%
3 Healthcare 14.72%
4 Financials 11.72%
5 Consumer Staples 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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