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
626
$2.21K ﹤0.01%
+50
627
$2.17K ﹤0.01%
+50
628
$2.17K ﹤0.01%
+222
629
$2.16K ﹤0.01%
+142
630
$2.16K ﹤0.01%
+12
631
$2.16K ﹤0.01%
+54
632
$2.13K ﹤0.01%
+22
633
$2.11K ﹤0.01%
+238
634
$2.11K ﹤0.01%
+420
635
$2.1K ﹤0.01%
+118
636
$2.06K ﹤0.01%
+142
637
$2.05K ﹤0.01%
+39
638
$2.03K ﹤0.01%
+48
639
$2.02K ﹤0.01%
+20
640
$1.9K ﹤0.01%
+255
641
$1.88K ﹤0.01%
+115
642
$1.86K ﹤0.01%
+75
643
$1.76K ﹤0.01%
+35
644
$1.68K ﹤0.01%
+106
645
$1.65K ﹤0.01%
+5
646
$1.63K ﹤0.01%
+142
647
$1.62K ﹤0.01%
+58
648
$1.54K ﹤0.01%
+199
649
$1.45K ﹤0.01%
+62
650
$1.44K ﹤0.01%
+216
24 25
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