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
$1.08B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.79M
3
+$4.42M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.23M
5
MCO icon
Moody's
MCO
+$684K

Top Sells

1
+$4.42M
2
+$3.36M
3
+$2.48M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.29M
5
VIOO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$231K 0.02%
1,650
-34
227
$224K 0.02%
+1,166
228
$223K 0.02%
+1,563
229
$220K 0.02%
893
+3
230
$220K 0.02%
+2,239
231
$218K 0.02%
+8,302
232
$215K 0.02%
+1,720
233
$214K 0.02%
+880
234
$214K 0.02%
4,595
-275
235
$213K 0.02%
2,669
-306
236
$212K 0.02%
2,315
-215
237
$212K 0.02%
3,862
-409
238
$210K 0.02%
+2,700
239
$209K 0.02%
+2,300
240
$209K 0.02%
+1,417
241
$171K 0.02%
16,265
+245
242
$159K 0.01%
18,836
+223
243
$127K 0.01%
15,824
-15,842
244
$115K 0.01%
10,000
245
$91K 0.01%
22,930
+4,200
246
$56K 0.01%
124
247
– –
-6,737
248
– –
-2,738
6 7 8 9
10