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PIM

Progressive Investment Management Portfolio holdings

AUM $379M
1-Year Est. Return 24.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.17%
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
+$5.38M
2
+$2.82M
3
+$2.67M
4
NVO
Novo Nordisk
NVO
+$2.6M
5
CHKP icon
Check Point Software Technologies
CHKP
+$2.47M

Top Sells

1
+$738K
2
+$255K
3
+$241K
4
R icon
Ryder
R
+$224K
5
ITC
ITC HOLDINGS CORP
ITC
+$208K

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
76
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77
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78
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79
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-1,426
80
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-3,508
81
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-6,988
82
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-940
83
– –
-4,568
84
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-546
85
– –
-3,271
86
– –
-495
87
– –
-150
1 2 3
4