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
276
$106K 0.01%
+5,685
277
$105K 0.01%
+1,156
278
$103K 0.01%
1,695
-3,355
279
$98.7K 0.01%
+6,158
280
$98.6K 0.01%
+1,824
281
$92.1K 0.01%
+1,264
282
$91.5K 0.01%
+6,931
283
$91K 0.01%
+1,887
284
$90.5K 0.01%
10,000
285
$89.8K 0.01%
+657
286
$88.9K 0.01%
+2,492
287
$79.2K 0.01%
+783
288
$78.5K 0.01%
+900
289
$77.3K 0.01%
+2,290
290
$75.3K 0.01%
+4,291
291
$73.1K 0.01%
+291
292
$71.3K 0.01%
+1,715
293
$69.6K 0.01%
+1,680
294
$69.3K 0.01%
+1,437
295
$68.2K 0.01%
10,169
-5,894
296
$61.7K 0.01%
+2,384
297
$55.2K ﹤0.01%
+1,503
298
$52.6K ﹤0.01%
+1,295
299
$51.8K ﹤0.01%
+966
300
$50.3K ﹤0.01%
+1,980
10 11
12
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