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
$1.15B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$4.1M
3
+$3.76M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.5M
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$3.19M

Top Sells

1
+$8.02M
2
+$2.91M
3
+$1.98M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.07M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.07M

Sector Composition

1 Technology 1.81%
2 Healthcare 1.16%
3 Consumer Discretionary 0.73%
4 Consumer Staples 0.7%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$161K 0.01%
+2,030
252
$157K 0.01%
+1,860
253
$156K 0.01%
+2,315
254
$149K 0.01%
+6,262
255
$149K 0.01%
+4,142
256
$148K 0.01%
+6,305
257
$148K 0.01%
+6,175
258
$147K 0.01%
19,478
+2,220
259
$147K 0.01%
+2,915
260
$144K 0.01%
+4,928
261
$144K 0.01%
+6,191
262
$140K 0.01%
+2,475
263
$132K 0.01%
+1,312
264
$127K 0.01%
+862
265
$123K 0.01%
+4,505
266
$123K 0.01%
+773
267
$121K 0.01%
1,102
-1,193
268
$118K 0.01%
+1,651
269
$117K 0.01%
+612
270
$115K 0.01%
+4,840
271
$114K 0.01%
+4,755
272
$111K 0.01%
11,250
-2,000
273
$108K 0.01%
+2,983
274
$107K 0.01%
+917
275
$106K 0.01%
+1,322
9 10
11
12 13