PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.44B
1-Year Return
12.18%
This Quarter Return
-0.97%
1 Year Return
+12.18%
3 Year Return
+38.24%
5 Year Return
+58.02%
10 Year Return
–
AUM
$1.33B
AUM Growth
-$5.62M
(-0.42%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
63.43%
Holding
237
New
3
Increased
74
Reduced
89
Closed
11
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
+$6.86M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$4.79M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$3.88M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.49M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.75M |
Top Sells
| 1 |
Strategy Inc Common Stock Class A
MSTR
|
+$5.22M |
| 2 |
iShares Bitcoin Trust
IBIT
|
+$3.93M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$955K |
| 4 |
Vanguard Extended Market ETF
VXF
|
+$866K |
| 5 |
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% |
