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
301
$66.1K 0.01%
+1,153
302
$64.9K 0.01%
+6,328
303
$63.5K 0.01%
+1,700
304
$63.3K 0.01%
+1,718
305
$62K 0.01%
+2,681
306
$62K 0.01%
+5,027
307
$62K 0.01%
+1,420
308
$61.6K 0.01%
+2,400
309
$60.7K 0.01%
+187
310
$60.7K 0.01%
+883
311
$60.4K 0.01%
+677
312
$60.1K 0.01%
17,475
313
$60K 0.01%
+366
314
$59.7K 0.01%
+4,772
315
$59.3K 0.01%
+2,888
316
$59K 0.01%
+601
317
$57.7K 0.01%
+708
318
$56.8K 0.01%
+932
319
$55.8K 0.01%
+836
320
$55.5K 0.01%
+3,008
321
$54.5K 0.01%
+1,133
322
$53.3K 0.01%
+2,767
323
$51.9K 0.01%
+1,980
324
$51.7K 0.01%
+281
325
$51.3K 0.01%
+700
11 12
13
14 15