PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.44B
1-Year Return
12.18%
This Quarter Return
+6.49%
1 Year Return
+12.18%
3 Year Return
+38.24%
5 Year Return
+58.02%
10 Year Return
–
AUM
$838M
AUM Growth
+$47.1M
(+6%)
Cap. Flow
+$1.49M
Cap. Flow
% of AUM
0.18%
Top 10 Holdings %
Top 10 Hldgs %
53.3%
Holding
716
New
1
Increased
108
Reduced
77
Closed
502
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$36.8M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$15.2M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$5.69M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.28M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$4.01M |
Top Sells
Sector Composition
| 1 | Technology | 2.64% |
| 2 | Healthcare | 1.49% |
| 3 | Consumer Discretionary | 1.16% |
| 4 | Financials | 1.03% |
| 5 | Industrials | 0.99% |