PIMG

Patriot Investment Management Group Portfolio holdings

AUM $1.53B
1-Year Est. Return 11.54%
This Quarter Est. Return
1 Year Est. Return
+11.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$791M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.89M
3
+$1.41M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.22M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.18M

Top Sells

1
+$2.82M
2
+$758K
3
+$710K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$681K
5
IAU icon
iShares Gold Trust
IAU
+$355K

Sector Composition

1 Technology 2.45%
2 Healthcare 1.58%
3 Financials 1.19%
4 Consumer Discretionary 1.04%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$153K 0.02%
+675
227
$152K 0.02%
+823
228
$151K 0.02%
+4,870
229
$150K 0.02%
+1,437
230
$149K 0.02%
+2,921
231
$148K 0.02%
+2,232
232
$144K 0.02%
+2,576
233
$144K 0.02%
+2,300
234
$144K 0.02%
+2,595
235
$143K 0.02%
18,060
-1,472
236
$140K 0.02%
+2,739
237
$139K 0.02%
+2,833
238
$135K 0.02%
+720
239
$134K 0.02%
+4,975
240
$134K 0.02%
+1,650
241
$132K 0.02%
+5,025
242
$132K 0.02%
+2,417
243
$129K 0.02%
+1,691
244
$129K 0.02%
+8,148
245
$126K 0.02%
+1,780
246
$123K 0.02%
+7,504
247
$120K 0.02%
+1,002
248
$119K 0.02%
+4,465
249
$119K 0.02%
+931
250
$118K 0.02%
+4,385
8 9
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