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
51
$2.42M 0.31%
17,203
+895
52
$2.18M 0.28%
229,160
-1,200
53
$2.03M 0.26%
8,587
+241
54
$2.01M 0.25%
59,197
-10,440
55
$1.88M 0.24%
133,494
+11,388
56
$1.85M 0.23%
11,183
57
$1.82M 0.23%
103,380
+3,876
58
$1.8M 0.23%
32,587
+1,601
59
$1.77M 0.22%
29,189
+589
60
$1.7M 0.21%
13,796
+3,312
61
$1.64M 0.21%
14,744
+1,916
62
$1.6M 0.2%
5,753
-30
63
$1.55M 0.2%
22,747
+94
64
$1.54M 0.19%
33,740
-610
65
$1.53M 0.19%
25,493
+298
66
$1.49M 0.19%
20,670
+1,515
67
$1.46M 0.18%
23,961
-480
68
$1.46M 0.18%
40,368
69
$1.46M 0.18%
5,811
-27
70
$1.45M 0.18%
26,687
+1
71
$1.42M 0.18%
48,464
-1,554
72
$1.42M 0.18%
10,388
+679
73
$1.42M 0.18%
10,610
74
$1.38M 0.17%
12,907
+127
75
$1.38M 0.17%
17,043
-1,592
1 2
3
4 5