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
$723M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.88M
3
+$1.43M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.33M
5
GPN icon
Global Payments
GPN
+$1.04M

Top Sells

1
+$6.35M
2
+$2.59M
3
+$1.62M
4
TSS
Total System Services, Inc.
TSS
+$1.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$737K

Sector Composition

1 Technology 1.68%
2 Healthcare 1.3%
3 Financials 1.25%
4 Consumer Discretionary 1.14%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.29%
26,368
+3,856
52
$2.11M 0.29%
15,839
-183
53
$2.02M 0.28%
18,774
54
$1.91M 0.26%
19,198
+8,810
55
$1.79M 0.25%
9,552
56
$1.75M 0.24%
13,613
+223
57
$1.69M 0.23%
22,364
-242
58
$1.66M 0.23%
11,208
-58
59
$1.65M 0.23%
25,865
+2,449
60
$1.63M 0.23%
19,727
61
$1.61M 0.22%
25,224
+791
62
$1.55M 0.21%
7,932
+112
63
$1.54M 0.21%
27,835
64
$1.53M 0.21%
25,434
+238
65
$1.53M 0.21%
13,045
-13,854
66
$1.48M 0.2%
51,814
+2,518
67
$1.43M 0.2%
12,684
+342
68
$1.42M 0.2%
26,936
+2,014
69
$1.41M 0.2%
15,270
-517
70
$1.4M 0.19%
50,020
+530
71
$1.38M 0.19%
26,658
+1,357
72
$1.36M 0.19%
31,023
73
$1.35M 0.19%
12,749
-790
74
$1.33M 0.18%
5,836
-484
75
$1.33M 0.18%
26,317
+390
1 2
3
4 5