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
76
$99K 0.11%
+2,973
77
-7,129
78
-14,523
79
-7,468