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
$680M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$90.3M
2
+$32.2M
3
+$29.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$27.9M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.44%
2 Healthcare 1.31%
3 Financials 1.3%
4 Industrials 1.09%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.3%
+20,671
52
$2.03M 0.3%
+18,775
53
$1.84M 0.27%
+17,623
54
$1.81M 0.27%
+14,066
55
$1.78M 0.26%
+23,096
56
$1.75M 0.26%
+14,841
57
$1.75M 0.26%
+26,970
58
$1.71M 0.25%
+9,525
59
$1.62M 0.24%
+16,331
60
$1.61M 0.24%
+11,266
61
$1.52M 0.22%
+27,835
62
$1.51M 0.22%
+29,061
63
$1.5M 0.22%
+16,102
64
$1.5M 0.22%
+19,189
65
$1.49M 0.22%
+18,385
66
$1.48M 0.22%
+41,460
67
$1.44M 0.21%
+31,323
68
$1.43M 0.21%
+24,110
69
$1.39M 0.2%
+12,910
70
$1.39M 0.2%
+7,318
71
$1.35M 0.2%
+22,281
72
$1.34M 0.2%
+25,042
73
$1.32M 0.19%
+49,190
74
$1.27M 0.19%
+11,311
75
$1.27M 0.19%
+46,180
1 2
3
4 5