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
276
$89.2K 0.01%
10,890
277
$87.8K 0.01%
+296
278
$87.4K 0.01%
+2,810
279
$87.1K 0.01%
+773
280
$84.4K 0.01%
+1,370
281
$84.4K 0.01%
+1,508
282
$83.2K 0.01%
+751
283
$81.7K 0.01%
+4,083
284
$80.5K 0.01%
+1,824
285
$79.7K 0.01%
+1,325
286
$75.7K 0.01%
+1,498
287
$73.2K 0.01%
+2,830
288
$73.1K 0.01%
+3,795
289
$72.8K 0.01%
+3,000
290
$72.7K 0.01%
+8,100
291
$72.6K 0.01%
+5,497
292
$72.1K 0.01%
+2,385
293
$71.6K 0.01%
+5,922
294
$70K 0.01%
+3,642
295
$69.8K 0.01%
+2,740
296
$69.1K 0.01%
+3,193
297
$68.5K 0.01%
+365
298
$68.3K 0.01%
+1,282
299
$66.9K 0.01%
+2,427
300
$66.6K 0.01%
+4,550
10 11
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