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
$1.36B
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.48M
3
+$2.11M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.73M
5
COIN icon
Coinbase
COIN
+$1.69M

Top Sells

1
+$3.21M
2
+$2.5M
3
+$1.49M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.18M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.08M

Sector Composition

1 Technology 1.76%
2 Healthcare 0.69%
3 Financials 0.67%
4 Consumer Staples 0.55%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.73M 0.2%
6,726
-71
52
$2.67M 0.2%
10,972
53
$2.66M 0.2%
29,084
-23
54
$2.61M 0.19%
4,543
-350
55
$2.52M 0.19%
20,002
-125
56
$2.51M 0.18%
25,636
-483
57
$2.47M 0.18%
37,170
-4,714
58
$2.44M 0.18%
4,627
-155
59
$2.42M 0.18%
44,374
-2,492
60
$2.41M 0.18%
11,994
+4
61
$2.28M 0.17%
98,565
-1,468
62
$2.16M 0.16%
11,588
-460
63
$2.11M 0.15%
+12,510
64
$2.09M 0.15%
44,366
+59
65
$2.07M 0.15%
12,793
-120
66
$2.07M 0.15%
11,566
-10
67
$2.01M 0.15%
11,028
+135
68
$1.99M 0.15%
38,409
+1,700
69
$1.85M 0.14%
23,338
+4,093
70
$1.84M 0.13%
60,608
-938
71
$1.82M 0.13%
9,255
72
$1.75M 0.13%
12,981
-45
73
$1.71M 0.13%
5,305
+223
74
$1.69M 0.12%
+9,500
75
$1.65M 0.12%
9,434
-405
1 2
3
4 5