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
651
$1.43K ﹤0.01%
+20
652
$1.36K ﹤0.01%
+100
653
$1.23K ﹤0.01%
+41
654
$1.2K ﹤0.01%
+500
655
$1.18K ﹤0.01%
+50
656
$1.13K ﹤0.01%
+100
657
$1.13K ﹤0.01%
+41
658
$1.1K ﹤0.01%
+41
659
$1.09K ﹤0.01%
+46
660
$1.02K ﹤0.01%
+45
661
$1.02K ﹤0.01%
+200
662
$963 ﹤0.01%
+50
663
$939 ﹤0.01%
+40
664
$898 ﹤0.01%
+312
665
$840 ﹤0.01%
+2,000
666
$791 ﹤0.01%
+10
667
$750 ﹤0.01%
+137
668
$745 ﹤0.01%
+6
669
$735 ﹤0.01%
+150
670
$689 ﹤0.01%
+93
671
$688 ﹤0.01%
+100
672
$670 ﹤0.01%
+30
673
$648 ﹤0.01%
+200
674
$639 ﹤0.01%
+50
675
$639 ﹤0.01%
+40
25 26
27
28 29