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
$1.18B
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$2.94M
3
+$2.41M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.65M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.59M

Top Sells

1
+$1.85M
2
+$1.41M
3
+$1.02M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$666K
5
VHT icon
Vanguard Health Care ETF
VHT
+$615K

Sector Composition

1 Technology 3.18%
2 Financials 1.5%
3 Healthcare 1.39%
4 Consumer Discretionary 1.37%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.86M 0.24%
37,209
52
$2.82M 0.24%
11,077
+129
53
$2.68M 0.23%
12,499
-82
54
$2.67M 0.23%
54,699
+32,624
55
$2.6M 0.22%
98,582
+492
56
$2.58M 0.22%
6,217
+238
57
$2.55M 0.22%
73,230
58
$2.5M 0.21%
7,302
+31
59
$2.49M 0.21%
21,733
-33
60
$2.46M 0.21%
10,547
+11
61
$2.45M 0.21%
46,217
+1,229
62
$2.44M 0.21%
162,503
+7,641
63
$2.41M 0.2%
+35,705
64
$2.38M 0.2%
13,300
+201
65
$2.21M 0.19%
9,818
+86
66
$2.21M 0.19%
23,095
-300
67
$2.2M 0.19%
42,328
+1,176
68
$2.19M 0.19%
16,547
+32
69
$2.13M 0.18%
35,989
+542
70
$2.02M 0.17%
24,976
+1,217
71
$2.01M 0.17%
32,917
-1,887
72
$2.01M 0.17%
12,343
73
$1.9M 0.16%
12,423
+167
74
$1.89M 0.16%
4,329
+1,244
75
$1.85M 0.16%
15,101
+99
1 2
3
4 5