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
601
$3.03K ﹤0.01%
+100
602
$3.01K ﹤0.01%
+200
603
$2.99K ﹤0.01%
+247
604
$2.95K ﹤0.01%
+99
605
$2.91K ﹤0.01%
+100
606
$2.88K ﹤0.01%
+30
607
$2.81K ﹤0.01%
+66
608
$2.77K ﹤0.01%
+51
609
$2.77K ﹤0.01%
+3
610
$2.68K ﹤0.01%
+100
611
$2.64K ﹤0.01%
+20
612
$2.57K ﹤0.01%
+23
613
$2.53K ﹤0.01%
+100
614
$2.51K ﹤0.01%
+25
615
$2.5K ﹤0.01%
+106
616
$2.46K ﹤0.01%
+300
617
$2.44K ﹤0.01%
+105
618
$2.39K ﹤0.01%
+195
619
$2.38K ﹤0.01%
+50
620
$2.38K ﹤0.01%
+44
621
$2.36K ﹤0.01%
+119
622
$2.26K ﹤0.01%
+74
623
$2.23K ﹤0.01%
+50
624
$2.22K ﹤0.01%
+132
625
$2.22K ﹤0.01%
+100
23 24
25
26 27