PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.44B
1-Year Return
12.18%
This Quarter Return
+5.26%
1 Year Return
+12.18%
3 Year Return
+38.24%
5 Year Return
+58.02%
10 Year Return
–
AUM
$1.08B
AUM Growth
+$69.3M
(+6.9%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
53.03%
Holding
248
New
14
Increased
129
Reduced
72
Closed
2
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$10.2M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$4.79M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.42M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.23M |
| 5 |
Moody's
MCO
|
$684K |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$4.42M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$3.36M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$2.48M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.29M |
| 5 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$1.11M |
Sector Composition
| 1 | Technology | 2.74% |
| 2 | Financials | 1.62% |
| 3 | Healthcare | 1.4% |
| 4 | Consumer Discretionary | 1.18% |
| 5 | Industrials | 1.01% |
