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PIMG

Patriot Investment Management Group Portfolio holdings

AUM $1.57B
1-Year Est. Return 14.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$838M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$15.3M
3
+$5.62M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.29M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.97M

Top Sells

1
+$36.7M
2
+$6.48M
3
+$4.38M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.72M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.42M

Sector Composition

1 Technology 2.64%
2 Healthcare 1.49%
3 Consumer Discretionary 1.16%
4 Financials 1.03%
5 Industrials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
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-80
702
– –
-1,308
703
– –
-3,795
704
– –
-2,830
705
– –
-369
706
– –
-2,087
707
– –
-1,042
708
– –
-500
709
– –
-300
710
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-48
711
– –
-6,902
712
– –
-555
713
– –
-500
714
– –
-468
715
– –
-75
716
– –
-44
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