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
501
$10.2K ﹤0.01%
+179
502
$10.2K ﹤0.01%
+100
503
$10.2K ﹤0.01%
+250
504
$9.86K ﹤0.01%
+10
505
$9.8K ﹤0.01%
+57
506
$9.56K ﹤0.01%
+194
507
$9.41K ﹤0.01%
+200
508
$9.2K ﹤0.01%
+92
509
$8.95K ﹤0.01%
+317
510
$8.68K ﹤0.01%
+750
511
$8.66K ﹤0.01%
+55
512
$8.63K ﹤0.01%
+300
513
$8.62K ﹤0.01%
+300
514
$8.56K ﹤0.01%
+140
515
$8.43K ﹤0.01%
+421
516
$8.31K ﹤0.01%
+62
517
$8.29K ﹤0.01%
+417
518
$8.17K ﹤0.01%
+200
519
$8.16K ﹤0.01%
+16
520
$8.1K ﹤0.01%
+3,650
521
$8.06K ﹤0.01%
+100
522
$7.97K ﹤0.01%
+156
523
$7.94K ﹤0.01%
+200
524
$7.79K ﹤0.01%
+250
525
$7.69K ﹤0.01%
+65
19 20
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