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
326
$26.4K ﹤0.01%
+460
327
$25K ﹤0.01%
+935
328
$24.4K ﹤0.01%
+293
329
$24.1K ﹤0.01%
+450
330
$23.9K ﹤0.01%
+400
331
$23.9K ﹤0.01%
+241
332
$23.7K ﹤0.01%
+950
333
$23.3K ﹤0.01%
+400
334
$23.2K ﹤0.01%
+400
335
$22.6K ﹤0.01%
+1,041
336
$22.1K ﹤0.01%
+500
337
$21.8K ﹤0.01%
+580
338
$21.3K ﹤0.01%
+480
339
$21.2K ﹤0.01%
+913
340
$20.4K ﹤0.01%
+354
341
$20.3K ﹤0.01%
+170
342
$20.1K ﹤0.01%
+105
343
$19.7K ﹤0.01%
+275
344
$19.5K ﹤0.01%
+860
345
$18.8K ﹤0.01%
+380
346
$18.1K ﹤0.01%
+458
347
$17.5K ﹤0.01%
+297
348
$17.1K ﹤0.01%
+510
349
$15.5K ﹤0.01%
+615
350
$15.3K ﹤0.01%
+333
12 13
14
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