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
426
$19.4K ﹤0.01%
+313
427
$19.3K ﹤0.01%
+440
428
$19.3K ﹤0.01%
+610
429
$19K ﹤0.01%
+250
430
$19K ﹤0.01%
+486
431
$18.7K ﹤0.01%
+460
432
$18.7K ﹤0.01%
+358
433
$18.4K ﹤0.01%
+275
434
$18.2K ﹤0.01%
+402
435
$18K ﹤0.01%
+352
436
$17.9K ﹤0.01%
+540
437
$17.8K ﹤0.01%
+2,000
438
$17.6K ﹤0.01%
+835
439
$17.6K ﹤0.01%
+100
440
$17.5K ﹤0.01%
+205
441
$17.4K ﹤0.01%
+461
442
$17.4K ﹤0.01%
+340
443
$17.3K ﹤0.01%
+530
444
$17.1K ﹤0.01%
+200
445
$17K ﹤0.01%
+160
446
$16.9K ﹤0.01%
+446
447
$16.9K ﹤0.01%
+148
448
$16.8K ﹤0.01%
+100
449
$16.5K ﹤0.01%
+293
450
$16.4K ﹤0.01%
+450
16 17
18
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