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
326
$51.2K 0.01%
+2,000
327
$51K 0.01%
+1,930
328
$50.8K 0.01%
+190
329
$50.8K 0.01%
+937
330
$50.6K 0.01%
+1,800
331
$50.5K 0.01%
+1,945
332
$50.2K 0.01%
+358
333
$49.8K 0.01%
+1,638
334
$47.6K 0.01%
+250
335
$45.1K 0.01%
+467
336
$44.9K 0.01%
+3,091
337
$44.1K 0.01%
+629
338
$43.5K 0.01%
+2,784
339
$43.4K 0.01%
+628
340
$42.1K 0.01%
+1,979
341
$42K 0.01%
+6,902
342
$41.9K 0.01%
+1,042
343
$41.7K 0.01%
+800
344
$41.6K 0.01%
+328
345
$41.5K 0.01%
+7,713
346
$40.9K 0.01%
+111
347
$40.7K 0.01%
+2,815
348
$39.2K 0.01%
+230
349
$39.2K 0.01%
+545
350
$39.2K 0.01%
+2,087
12 13
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