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
$1.34B
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.46M
3
+$2.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.97M
5
MSTR icon
Strategy Inc
MSTR
+$1.6M

Top Sells

1
+$7.23M
2
+$2.96M
3
+$1.69M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.66M
5
PLTR icon
Palantir
PLTR
+$813K

Sector Composition

1 Technology 2.01%
2 Financials 0.6%
3 Healthcare 0.58%
4 Consumer Discretionary 0.58%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.58M 0.64%
369,931
+8,035
27
$8.46M 0.63%
327,097
-2,495
28
$8.2M 0.61%
157,053
-4,679
29
$7.79M 0.58%
110,792
-1,420
30
$7.6M 0.57%
59,068
-5,671
31
$7.14M 0.53%
261,438
-9,117
32
$6.98M 0.52%
85,202
+2,474
33
$6.58M 0.49%
62,062
-6,759
34
$6.12M 0.46%
60,231
+432
35
$5.75M 0.43%
74,451
-3,740
36
$5.54M 0.41%
107,566
+3,239
37
$5.27M 0.39%
49,464
+928
38
$5.22M 0.39%
18,032
+5,522
39
$5.21M 0.39%
38,818
-1,910
40
$5.11M 0.38%
79,299
-45,856
41
$5.05M 0.38%
95,115
+84,050
42
$4.88M 0.37%
46,556
+2,492
43
$4.73M 0.35%
94,398
-12,965
44
$4.7M 0.35%
176,497
+1,232
45
$4.61M 0.34%
9,021
+25
46
$3.98M 0.3%
6,394
-319
47
$3.84M 0.29%
9,101
-399
48
$3.77M 0.28%
166,222
-4,766
49
$3.35M 0.25%
97,451
+848
50
$3.03M 0.23%
61,197
-5,532
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