PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.44B
This Quarter Return
+1.23%
1 Year Return
+12.18%
3 Year Return
+38.24%
5 Year Return
+58.02%
10 Year Return
–
AUM
$1.28B
AUM Growth
+$1.28B
(+1.2%)
Cap. Flow
+$9.07M
Cap. Flow
% of AUM
0.71%
Top 10 Holdings %
Top 10 Hldgs %
62.13%
Holding
245
New
2
Increased
79
Reduced
99
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$6.68M |
| 2 |
Vanguard Total Bond Market
BND
|
$4.75M |
| 3 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$2.55M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.63M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.58M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.75M |
| 2 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$1.63M |
| 3 |
Apple
AAPL
|
$1.09M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$780K |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$622K |
Sector Composition
| 1 | Technology | 2.03% |
| 2 | Healthcare | 0.72% |
| 3 | Consumer Staples | 0.54% |
| 4 | Financials | 0.51% |
| 5 | Consumer Discretionary | 0.5% |
