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
376
$5.41K ﹤0.01%
+133
377
$4.59K ﹤0.01%
+52
378
$4.29K ﹤0.01%
+78
379
$4.22K ﹤0.01%
+85
380
$4.09K ﹤0.01%
+130
381
$4.04K ﹤0.01%
+100
382
$3.86K ﹤0.01%
+204
383
$3.61K ﹤0.01%
+125
384
$2.98K ﹤0.01%
+100
385
$2.82K ﹤0.01%
+12
386
$2.4K ﹤0.01%
+88
387
$1.99K ﹤0.01%
+26
388
$1.71K ﹤0.01%
+28
389
$1.7K ﹤0.01%
+37
390
$1.63K ﹤0.01%
+62
391
$1.49K ﹤0.01%
+25
392
$1.42K ﹤0.01%
+5
393
$950 ﹤0.01%
+27
394
$885 ﹤0.01%
+40
395
$775 ﹤0.01%
+16
396
$736 ﹤0.01%
+9
397
$717 ﹤0.01%
+22
398
$619 ﹤0.01%
+8
399
$616 ﹤0.01%
+22
400
$609 ﹤0.01%
+48
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