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
526
$7.69K ﹤0.01%
+100
527
$7.52K ﹤0.01%
+400
528
$7.51K ﹤0.01%
+675
529
$7.06K ﹤0.01%
+37
530
$7.03K ﹤0.01%
+200
531
$7.03K ﹤0.01%
+30
532
$7.03K ﹤0.01%
+75
533
$7K ﹤0.01%
+80
534
$6.92K ﹤0.01%
+280
535
$6.88K ﹤0.01%
+100
536
$6.84K ﹤0.01%
+40
537
$6.79K ﹤0.01%
+186
538
$6.74K ﹤0.01%
+61
539
$6.74K ﹤0.01%
+465
540
$6.7K ﹤0.01%
+196
541
$6.66K ﹤0.01%
+280
542
$6.63K ﹤0.01%
+120
543
$6.58K ﹤0.01%
+2,000
544
$6.53K ﹤0.01%
+284
545
$6.5K ﹤0.01%
+382
546
$6.39K ﹤0.01%
+100
547
$6.38K ﹤0.01%
+600
548
$6.37K ﹤0.01%
+73
549
$6.2K ﹤0.01%
+184
550
$6.2K ﹤0.01%
+30
20 21
22
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