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
451
$16.3K ﹤0.01%
+500
452
$16.2K ﹤0.01%
+75
453
$16.1K ﹤0.01%
+1,009
454
$15.9K ﹤0.01%
+321
455
$15.7K ﹤0.01%
+1,609
456
$15.5K ﹤0.01%
+50
457
$15.4K ﹤0.01%
+300
458
$15.4K ﹤0.01%
+254
459
$15.4K ﹤0.01%
+380
460
$15.3K ﹤0.01%
+112
461
$15.2K ﹤0.01%
+200
462
$15K ﹤0.01%
+328
463
$14.9K ﹤0.01%
+669
464
$14.5K ﹤0.01%
+555
465
$14.5K ﹤0.01%
+312
466
$14.3K ﹤0.01%
+1,000
467
$14.2K ﹤0.01%
+1,655
468
$14K ﹤0.01%
+539
469
$13.9K ﹤0.01%
+580
470
$13.8K ﹤0.01%
+510
471
$13.8K ﹤0.01%
+327
472
$13.1K ﹤0.01%
+386
473
$12.8K ﹤0.01%
+190
474
$12.6K ﹤0.01%
+48
475
$12.6K ﹤0.01%
+77
17 18
19
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