PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.44B
1-Year Return
12.18%
This Quarter Return
-0.91%
1 Year Return
+12.18%
3 Year Return
+38.24%
5 Year Return
+58.02%
10 Year Return
–
AUM
$1.34B
AUM Growth
-$24.3M
(-1.8%)
Cap. Flow
-$4.09M
Cap. Flow
% of AUM
-0.31%
Top 10 Holdings %
Top 10 Hldgs %
62.94%
Holding
244
New
7
Increased
83
Reduced
98
Closed
10
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$5.03M |
| 2 |
iShares Bitcoin Trust
IBIT
|
$4.46M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$2.03M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.97M |
| 5 |
Strategy Inc Common Stock Class A
MSTR
|
$1.6M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$7.23M |
| 2 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$2.96M |
| 3 |
Coinbase
COIN
|
$1.69M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.66M |
| 5 |
Palantir
PLTR
|
$813K |
Sector Composition
| 1 | Technology | 2.01% |
| 2 | Financials | 0.6% |
| 3 | Healthcare | 0.58% |
| 4 | Consumer Discretionary | 0.58% |
| 5 | Consumer Staples | 0.55% |
