PIM

Progressive Investment Management Portfolio holdings

AUM $418M
1-Year Est. Return 22.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.23%
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
+$1.83M
2
+$512K
3
+$461K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$257K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$130K

Top Sells

1
+$361K
2
+$352K
3
+$305K
4
NVO icon
Novo Nordisk
NVO
+$162K
5
AAPL icon
Apple
AAPL
+$151K

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
1 2 3
4