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 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
376
$30K ﹤0.01%
+214
377
$29.7K ﹤0.01%
+505
378
$29.1K ﹤0.01%
+216
379
$28.8K ﹤0.01%
+430
380
$28.7K ﹤0.01%
+558
381
$28.7K ﹤0.01%
+1,768
382
$28.6K ﹤0.01%
+1,370
383
$28.6K ﹤0.01%
+500
384
$28.5K ﹤0.01%
+550
385
$28.1K ﹤0.01%
+480
386
$28.1K ﹤0.01%
+244
387
$27.9K ﹤0.01%
+215
388
$27.5K ﹤0.01%
+350
389
$27K ﹤0.01%
+642
390
$26.4K ﹤0.01%
+461
391
$26.3K ﹤0.01%
+771
392
$26.1K ﹤0.01%
+500
393
$25.9K ﹤0.01%
+1,200
394
$25.6K ﹤0.01%
+468
395
$25.4K ﹤0.01%
+205
396
$25.4K ﹤0.01%
+164
397
$25.1K ﹤0.01%
+480
398
$24.3K ﹤0.01%
+480
399
$24.1K ﹤0.01%
+227
400
$24K ﹤0.01%
+540