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
$178M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$3.86M
3
+$3.39M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$116K
5
VRSK icon
Verisk Analytics
VRSK
+$55.4K

Top Sells

1
+$4.75M
2
+$3.34M
3
+$2.96M
4
META icon
Meta Platforms (Facebook)
META
+$2.4M
5
AAPL icon
Apple
AAPL
+$73.4K

Sector Composition

1 Technology 32.87%
2 Financials 19.13%
3 Consumer Discretionary 14.97%
4 Healthcare 10.49%
5 Industrials 10.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.9M 6.66%
125,480
+340
2
$9.95M 5.57%
74,251
+55
3
$9.88M 5.54%
199,712
-1,484
4
$8.2M 4.59%
47,221
-80
5
$8.17M 4.58%
27,713
+17
6
$7.12M 3.99%
36,436
-160
7
$6.62M 3.71%
80,833
-548
8
$6.57M 3.68%
17,926
-113
9
$6.14M 3.44%
48,465
+298
10
$6M 3.36%
29,307
-89
11
$5.75M 3.22%
25,249
+160
12
$5.45M 3.06%
32,903
-312
13
$5.34M 2.99%
97,590
-1,186
14
$5.34M 2.99%
36,458
+378
15
$5.16M 2.89%
45,098
-242
16
$5M 2.8%
25,918
-12,424
17
$4.91M 2.75%
22,791
-181
18
$4.81M 2.69%
18,193
19
$4.75M 2.66%
+29,493
20
$4.73M 2.65%
89,392
-533
21
$4.51M 2.53%
83,460
+2,140
22
$4.44M 2.49%
86,581
-958
23
$4.35M 2.44%
2,319
+12
24
$4.19M 2.35%
19,417
+159
25
$3.89M 2.18%
96,723
-89
1
2