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
301
$49.6K ﹤0.01%
+424
302
$47.1K ﹤0.01%
+720
303
$43K ﹤0.01%
11,305
-2,500
304
$42.9K ﹤0.01%
+498
305
$40.4K ﹤0.01%
+555
306
$39.9K ﹤0.01%
+890
307
$39.7K ﹤0.01%
+1,284
308
$38.7K ﹤0.01%
+800
309
$37.5K ﹤0.01%
+424
310
$36.6K ﹤0.01%
+480
311
$33.9K ﹤0.01%
+726
312
$33.8K ﹤0.01%
+594
313
$31.1K ﹤0.01%
+880
314
$31.1K ﹤0.01%
+495
315
$30.8K ﹤0.01%
+1,370
316
$30.1K ﹤0.01%
+1,000
317
$29.7K ﹤0.01%
+325
318
$29.5K ﹤0.01%
+440
319
$29.1K ﹤0.01%
+520
320
$28.4K ﹤0.01%
+233
321
$28.3K ﹤0.01%
+1,175
322
$28.1K ﹤0.01%
+485
323
$27.6K ﹤0.01%
+123
324
$27.4K ﹤0.01%
+498
325
$27.1K ﹤0.01%
+360
11 12
13
14 15