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
$1.18B
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.94M
3
+$2.41M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.65M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.59M

Top Sells

1
+$1.85M
2
+$1.41M
3
+$1.02M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$666K
5
VHT icon
Vanguard Health Care ETF
VHT
+$615K

Sector Composition

1 Technology 3.18%
2 Financials 1.5%
3 Healthcare 1.39%
4 Consumer Discretionary 1.37%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-2,700
252
– –
-1,897
253
– –
-2,467
254
– –
-8,922
7 8 9 10
11