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
$1.36B
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.48M
3
+$2.11M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.73M
5
COIN icon
Coinbase
COIN
+$1.69M

Top Sells

1
+$3.21M
2
+$2.5M
3
+$1.49M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.18M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.08M

Sector Composition

1 Technology 1.76%
2 Healthcare 0.69%
3 Financials 0.67%
4 Consumer Staples 0.55%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$225K 0.02%
5,681
-860
227
$224K 0.02%
1,869
+85
228
$223K 0.02%
1,173
229
$221K 0.02%
2,475
230
$220K 0.02%
1,910
-120
231
$218K 0.02%
2,376
232
$214K 0.02%
+2,300
233
$209K 0.02%
691
-25
234
$207K 0.02%
8,446
-972
235
$204K 0.02%
+2,000
236
$203K 0.01%
1,247
237
$78.4K 0.01%
+12,061
238
– –
-710
239
– –
-4,520
240
– –
-4,963
241
– –
-3,732
242
– –
-4,367
243
– –
-1,669
244
– –
-5,020
6 7 8 9
10