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
$1.36B
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.48M
3
+$2.11M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.73M
5
COIN icon
Coinbase
COIN
+$1.69M

Top Sells

1
+$3.21M
2
+$2.5M
3
+$1.49M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.18M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.08M

Sector Composition

1 Technology 1.76%
2 Healthcare 0.69%
3 Financials 0.67%
4 Consumer Staples 0.55%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.86M 0.65%
125,155
+2,116
27
$8.76M 0.64%
112,212
+314
28
$8.49M 0.62%
329,592
-8,274
29
$8.39M 0.62%
303,027
-876
30
$8.18M 0.6%
361,896
-6,906
31
$8.13M 0.6%
64,739
-649
32
$7.62M 0.56%
270,555
+5,055
33
$7.45M 0.55%
68,821
-9,974
34
$6.88M 0.51%
82,728
+675
35
$6.15M 0.45%
78,191
+148
36
$5.73M 0.42%
59,799
-231
37
$5.6M 0.41%
104,327
+4,107
38
$5.49M 0.4%
107,363
+5,994
39
$5.27M 0.39%
48,536
-2,162
40
$5.11M 0.38%
175,265
-5,491
41
$4.95M 0.36%
40,728
-20,599
42
$4.48M 0.33%
44,064
+60
43
$4.39M 0.32%
8,996
-6,578
44
$4.09M 0.3%
9,500
-472
45
$4.06M 0.3%
170,988
-6,178
46
$3.94M 0.29%
6,713
47
$3.72M 0.27%
96,603
-1,566
48
$3.65M 0.27%
31,183
+124
49
$3.32M 0.24%
66,729
50
$3.15M 0.23%
83,947
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