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
351
$39K ﹤0.01%
+125
352
$39K ﹤0.01%
+542
353
$38.6K ﹤0.01%
+1,594
354
$38.2K ﹤0.01%
+1,955
355
$38.1K ﹤0.01%
+700
356
$37.9K ﹤0.01%
+881
357
$37.4K ﹤0.01%
+662
358
$37K ﹤0.01%
+424
359
$36.9K ﹤0.01%
+1,515
360
$36.8K ﹤0.01%
+6,348
361
$35.8K ﹤0.01%
+3,599
362
$35.6K ﹤0.01%
+1,359
363
$35.4K ﹤0.01%
+400
364
$34.8K ﹤0.01%
+386
365
$34.1K ﹤0.01%
+1,070
366
$33.6K ﹤0.01%
+675
367
$33.6K ﹤0.01%
+237
368
$33.4K ﹤0.01%
+3,496
369
$33.3K ﹤0.01%
+350
370
$33.2K ﹤0.01%
+1,495
371
$33.2K ﹤0.01%
+2,000
372
$32.9K ﹤0.01%
+1,412
373
$32.4K ﹤0.01%
+1,859
374
$31.8K ﹤0.01%
+1,640
375
$30.2K ﹤0.01%
+295
13 14
15
16 17