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
576
$4.72K ﹤0.01%
+100
577
$4.41K ﹤0.01%
+240
578
$4.38K ﹤0.01%
+77
579
$4.32K ﹤0.01%
+120
580
$4.3K ﹤0.01%
+25
581
$4.24K ﹤0.01%
+102
582
$4.22K ﹤0.01%
+50
583
$4.13K ﹤0.01%
+128
584
$4.13K ﹤0.01%
+221
585
$4.11K ﹤0.01%
+25
586
$4.07K ﹤0.01%
+50
587
$4.06K ﹤0.01%
+100
588
$3.62K ﹤0.01%
+10
589
$3.46K ﹤0.01%
+100
590
$3.44K ﹤0.01%
+155
591
$3.35K ﹤0.01%
+20
592
$3.26K ﹤0.01%
+42
593
$3.24K ﹤0.01%
+50
594
$3.1K ﹤0.01%
+34
595
$3.08K ﹤0.01%
+27
596
$3.08K ﹤0.01%
+202
597
$3.08K ﹤0.01%
+200
598
$3.08K ﹤0.01%
+200
599
$3.06K ﹤0.01%
+206
600
$3.05K ﹤0.01%
+120
22 23
24
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