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
$1.33B
AUM Growth
-$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$4.79M
3
+$3.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.49M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.75M

Top Sells

1
+$5.22M
2
+$3.93M
3
+$955K
4
VXF icon
Vanguard Extended Market ETF
VXF
+$866K
5
VV icon
Vanguard Large-Cap ETF
VV
+$550K

Sector Composition

1 Technology 1.35%
2 Financials 0.92%
3 Healthcare 0.63%
4 Consumer Staples 0.59%
5 Consumer Discretionary 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.99M 0.22%
46,890
+152
52
$2.76M 0.21%
29,456
+25
53
$2.73M 0.2%
25,706
+38
54
$2.68M 0.2%
10,972
55
$2.51M 0.19%
4,488
-55
56
$2.4M 0.18%
6,551
-190
57
$2.38M 0.18%
4,633
-780
58
$2.22M 0.17%
11,933
+53
59
$2.21M 0.17%
19,127
-277
60
$2.17M 0.16%
33,776
+567
61
$2.13M 0.16%
27,523
+1,440
62
$2.12M 0.16%
11,149
-27
63
$2.11M 0.16%
42,248
+2,924
64
$2.04M 0.15%
44,376
+10
65
$2M 0.15%
11,560
-6
66
$1.96M 0.15%
91,348
-4,669
67
$1.89M 0.14%
11,416
-337
68
$1.76M 0.13%
9,237
-18
69
$1.76M 0.13%
47,804
+1,785
70
$1.75M 0.13%
16,745
-72
71
$1.68M 0.13%
55,879
-799
72
$1.68M 0.13%
12,503
-100
73
$1.66M 0.12%
26,677
+1,141
74
$1.62M 0.12%
9,356
-419
75
$1.61M 0.12%
13,259
1 2
3
4 5