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
$791M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.89M
3
+$1.41M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.22M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.18M

Top Sells

1
+$2.82M
2
+$758K
3
+$710K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$681K
5
IAU icon
iShares Gold Trust
IAU
+$355K

Sector Composition

1 Technology 2.45%
2 Healthcare 1.58%
3 Financials 1.19%
4 Consumer Discretionary 1.04%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$117K 0.01%
+9,812
252
$116K 0.01%
+4,600
253
$112K 0.01%
+4,265
254
$110K 0.01%
+6,158
255
$110K 0.01%
+4,374
256
$109K 0.01%
+1,762
257
$108K 0.01%
+558
258
$106K 0.01%
+1,167
259
$105K 0.01%
+3,796
260
$104K 0.01%
+193
261
$102K 0.01%
4,141
-602
262
$102K 0.01%
10,000
263
$101K 0.01%
+2,386
264
$100K 0.01%
+500
265
$99.3K 0.01%
+1,256
266
$98.5K 0.01%
+2,290
267
$97.8K 0.01%
+1,030
268
$96.5K 0.01%
+2,073
269
$95.1K 0.01%
+3,029
270
$95.1K 0.01%
+1,561
271
$94.9K 0.01%
+880
272
$91.8K 0.01%
+1,591
273
$90.9K 0.01%
+2,577
274
$90.4K 0.01%
+1,308
275
$90K 0.01%
+4,973
9 10
11
12 13