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
$1.34B
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.46M
3
+$2.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.97M
5
MSTR icon
Strategy Inc
MSTR
+$1.6M

Top Sells

1
+$7.23M
2
+$2.96M
3
+$1.69M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.66M
5
PLTR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.94M 0.22%
25,668
+32
52
$2.92M 0.22%
5,413
+786
53
$2.87M 0.21%
84,064
+117
54
$2.83M 0.21%
46,738
+2,364
55
$2.78M 0.21%
10,972
56
$2.66M 0.2%
4,543
57
$2.62M 0.2%
6,741
+15
58
$2.61M 0.2%
29,431
+347
59
$2.45M 0.18%
11,176
-412
60
$2.35M 0.18%
11,880
-114
61
$2.22M 0.17%
19,404
-598
62
$2.1M 0.16%
11,065
+37
63
$2.1M 0.16%
33,209
-3,961
64
$2.03M 0.15%
11,566
65
$2.02M 0.15%
96,017
-2,548
66
$2.01M 0.15%
44,366
67
$1.98M 0.15%
26,083
+2,745
68
$1.96M 0.15%
39,324
+915
69
$1.94M 0.14%
16,817
-14,366
70
$1.9M 0.14%
4,703
-91
71
$1.77M 0.13%
9,255
72
$1.7M 0.13%
11,753
-1,040
73
$1.69M 0.13%
46,019
+10,643
74
$1.69M 0.13%
56,678
-3,930
75
$1.65M 0.12%
9,775
+341
1 2
3
4 5