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
$1.33B
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.38M
3
+$4.1M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.48M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.75M

Top Sells

1
+$5.22M
2
+$4.44M
3
+$1.01M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$952K
5
VV icon
Vanguard Large-Cap ETF
VV
+$580K

Sector Composition

1 Technology 1.35%
2 Financials 0.92%
3 Healthcare 0.63%
4 Consumer Staples 0.59%
5 Consumer Discretionary 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$87.1K 0.01%
12,061
227
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228
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-5,484
229
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-2,000
230
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-1,874
231
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-1,060
232
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-1,999
233
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-2,376
234
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-18,032
235
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-5,260
236
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-2,000
237
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-5,930
6 7 8 9
10