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PIMG

Patriot Investment Management Group Portfolio holdings

AUM $1.57B
1-Year Est. Return 14.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$4.73M
3
+$1.59M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$738K
5
PFXF icon
VanEck Preferred Securities ex Financials ETF
PFXF
+$649K

Top Sells

1
+$5.5M
2
+$5.32M
3
+$5.25M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.99M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.11M

Sector Composition

1 Technology 1.79%
2 Healthcare 0.96%
3 Consumer Staples 0.66%
4 Consumer Discretionary 0.64%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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-7,884
227
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-3,816
228
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-2,601
229
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-4,663
230
– –
-5,175
231
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-4,830
232
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-3,899
233
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-15,065
234
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-2,561
235
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236
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-8,324
237
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-11,593
238
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-8,896
6 7 8 9
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