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
$1.08B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.79M
3
+$4.42M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.23M
5
MCO icon
Moody's
MCO
+$684K

Top Sells

1
+$4.42M
2
+$3.36M
3
+$2.48M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.29M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.11M

Sector Composition

1 Technology 2.74%
2 Financials 1.62%
3 Healthcare 1.4%
4 Consumer Discretionary 1.18%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.72M 0.25%
50,851
+1,399
52
$2.59M 0.24%
10,948
53
$2.56M 0.24%
7,265
+12
54
$2.56M 0.24%
12,317
-1,999
55
$2.47M 0.23%
73,230
56
$2.47M 0.23%
161,137
-911
57
$2.46M 0.23%
21,746
-141
58
$2.31M 0.21%
100,714
+804
59
$2.3M 0.21%
5,762
+27
60
$2.28M 0.21%
13,110
+261
61
$2.25M 0.21%
9,212
+54
62
$2.19M 0.2%
16,300
-529
63
$2.17M 0.2%
38,662
+1,915
64
$2.15M 0.2%
16,803
+2,541
65
$2.13M 0.2%
33,745
+4,125
66
$2.07M 0.19%
23,495
+1,032
67
$2.05M 0.19%
34,694
+25
68
$1.89M 0.17%
5,912
+29
69
$1.86M 0.17%
12,343
-65
70
$1.82M 0.17%
9,519
+259
71
$1.78M 0.16%
10,571
+400
72
$1.77M 0.16%
56,794
+2,072
73
$1.75M 0.16%
15,010
-120
74
$1.75M 0.16%
10,686
+67
75
$1.72M 0.16%
21,831
-62
1 2
3
4 5