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
401
$23.9K ﹤0.01%
+1,076
402
$23.6K ﹤0.01%
+146
403
$23.4K ﹤0.01%
+294
404
$23.2K ﹤0.01%
+884
405
$23.1K ﹤0.01%
+70
406
$22.6K ﹤0.01%
+103
407
$22.5K ﹤0.01%
+36
408
$21.6K ﹤0.01%
+3,078
409
$21.6K ﹤0.01%
+85
410
$21.5K ﹤0.01%
+355
411
$21.4K ﹤0.01%
+775
412
$21.3K ﹤0.01%
+124
413
$21.3K ﹤0.01%
+720
414
$21.2K ﹤0.01%
+358
415
$21K ﹤0.01%
+600
416
$21K ﹤0.01%
+785
417
$21K ﹤0.01%
+800
418
$20.9K ﹤0.01%
+500
419
$20.6K ﹤0.01%
+425
420
$20.5K ﹤0.01%
+615
421
$20.3K ﹤0.01%
+369
422
$20.2K ﹤0.01%
+400
423
$19.9K ﹤0.01%
+77
424
$19.8K ﹤0.01%
+115
425
$19.6K ﹤0.01%
+1,500