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
676
$635 ﹤0.01%
+93
677
$606 ﹤0.01%
+48
678
$578 ﹤0.01%
+15
679
$574 ﹤0.01%
+101
680
$573 ﹤0.01%
+214
681
$569 ﹤0.01%
+8
682
$555 ﹤0.01%
+33
683
$529 ﹤0.01%
+5
684
$506 ﹤0.01%
+17
685
$484 ﹤0.01%
+69
686
$475 ﹤0.01%
+25
687
$457 ﹤0.01%
+6
688
$435 ﹤0.01%
+5
689
$432 ﹤0.01%
+18
690
$428 ﹤0.01%
+100
691
$421 ﹤0.01%
+19
692
$407 ﹤0.01%
+37
693
$407 ﹤0.01%
+20
694
$404 ﹤0.01%
+4
695
$404 ﹤0.01%
+21
696
$398 ﹤0.01%
+30
697
$386 ﹤0.01%
+50
698
$373 ﹤0.01%
+38
699
$350 ﹤0.01%
+7
700
$348 ﹤0.01%
+25
25 26 27
28
29