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PIMG

Patriot Investment Management Group Portfolio holdings

AUM $1.57B
1-Year Est. Return 14.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$2.83M
3
+$2.5M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.54M
5
PG icon
Procter & Gamble
PG
+$1.18M

Top Sells

1
+$2.01M
2
+$1.71M
3
+$1.03M
4
VPU
Vanguard Utilities ETF
VPU
+$815K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$747K

Sector Composition

1 Technology 1.95%
2 Healthcare 1.1%
3 Consumer Staples 0.82%
4 Consumer Discretionary 0.7%
5 Industrials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
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