PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.58B
1-Year Est. Return
14.14%
This Fund
S&P 500
1 Year Est. Return
+14.14%
AUM
$1.58B
AUM Growth
+$44.3M
(+2.9%)
Holding
251
Top Buys
| 1 | +$11.3M | |
| 2 | +$5.65M | |
| 3 | +$4.3M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.53M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$2.11M |
Top Sells
| 1 | +$2.42M | |
| 2 | +$2.3M | |
| 3 | +$1.72M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$1.51M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.23M |
Sector Composition
| 1 | Technology | 1.72% |
| 2 | Financials | 0.74% |
| 3 | Healthcare | 0.54% |
| 4 | Consumer Discretionary | 0.47% |
| 5 | Consumer Staples | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
iShares MSCI USA Value Factor ETF
VLUE
$9.96B
| – | – |
-1,995
|
|