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
351
$15.2K ﹤0.01%
+335
352
$14.9K ﹤0.01%
+290
353
$14.1K ﹤0.01%
+145
354
$14.1K ﹤0.01%
+716
355
$13.9K ﹤0.01%
+610
356
$13.6K ﹤0.01%
+667
357
$13.6K ﹤0.01%
+272
358
$13.5K ﹤0.01%
+300
359
$12.9K ﹤0.01%
+140
360
$12.3K ﹤0.01%
+68
361
$11.2K ﹤0.01%
+450
362
$10.9K ﹤0.01%
+401
363
$10.6K ﹤0.01%
+300
364
$10.3K ﹤0.01%
+425
365
$9.69K ﹤0.01%
+208
366
$9.02K ﹤0.01%
+200
367
$8.87K ﹤0.01%
+163
368
$7.51K ﹤0.01%
+173
369
$7.42K ﹤0.01%
+121
370
$7.34K ﹤0.01%
+33
371
$7.23K ﹤0.01%
+168
372
$6.83K ﹤0.01%
+115
373
$5.88K ﹤0.01%
+180
374
$5.73K ﹤0.01%
+185
375
$5.6K ﹤0.01%
+75
13 14
15
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