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
476
$12.5K ﹤0.01%
+169
477
$12.4K ﹤0.01%
+169
478
$12.4K ﹤0.01%
+662
479
$12.2K ﹤0.01%
+163
480
$12.1K ﹤0.01%
+3,200
481
$12.1K ﹤0.01%
+1,150
482
$12K ﹤0.01%
+60
483
$11.9K ﹤0.01%
+950
484
$11.8K ﹤0.01%
+283
485
$11.8K ﹤0.01%
+272
486
$11.7K ﹤0.01%
+460
487
$11.7K ﹤0.01%
+101
488
$11.4K ﹤0.01%
+695
489
$11.3K ﹤0.01%
+50
490
$11.2K ﹤0.01%
+50
491
$11.1K ﹤0.01%
+100
492
$11.1K ﹤0.01%
+100
493
$11K ﹤0.01%
+140
494
$11K ﹤0.01%
+181
495
$11K ﹤0.01%
+395
496
$10.7K ﹤0.01%
+363
497
$10.7K ﹤0.01%
+75
498
$10.5K ﹤0.01%
+400
499
$10.3K ﹤0.01%
+1,006
500
$10.3K ﹤0.01%
+375
18 19
20
21 22