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
551
$6.2K ﹤0.01%
+375
552
$6.13K ﹤0.01%
+300
553
$6.12K ﹤0.01%
+327
554
$6.05K ﹤0.01%
+69
555
$5.99K ﹤0.01%
+104
556
$5.91K ﹤0.01%
+70
557
$5.89K ﹤0.01%
+170
558
$5.86K ﹤0.01%
+234
559
$5.82K ﹤0.01%
+150
560
$5.71K ﹤0.01%
+200
561
$5.68K ﹤0.01%
+152
562
$5.63K ﹤0.01%
+105
563
$5.62K ﹤0.01%
+52
564
$5.47K ﹤0.01%
+100
565
$5.46K ﹤0.01%
+118
566
$5.43K ﹤0.01%
+81
567
$5.29K ﹤0.01%
+50
568
$5.25K ﹤0.01%
+100
569
$5.21K ﹤0.01%
+317
570
$5.13K ﹤0.01%
+100
571
$4.95K ﹤0.01%
+50
572
$4.9K ﹤0.01%
+40
573
$4.89K ﹤0.01%
+195
574
$4.87K ﹤0.01%
+81
575
$4.85K ﹤0.01%
+59
21 22
23
24 25