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
$680M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$90.3M
2
+$32.2M
3
+$29.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$27.9M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.44%
2 Healthcare 1.31%
3 Financials 1.3%
4 Industrials 1.09%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.23M 0.18%
+7,688
77
$1.18M 0.17%
+16,080
78
$1.17M 0.17%
+10,351
79
$1.16M 0.17%
+13,374
80
$1.15M 0.17%
+21,366
81
$1.14M 0.17%
+31,144
82
$1.13M 0.17%
+5,652
83
$1.13M 0.17%
+36,028
84
$1.13M 0.17%
+22,324
85
$1.12M 0.17%
+19,105
86
$1.11M 0.16%
+25,904
87
$1.11M 0.16%
+17,203
88
$1.11M 0.16%
+246,600
89
$1.1M 0.16%
+9,822
90
$1.08M 0.16%
+13,581
91
$1.07M 0.16%
+7,020
92
$1.06M 0.16%
+11,846
93
$1.05M 0.15%
+14,204
94
$1.02M 0.15%
+9,441
95
$983K 0.14%
+8,932
96
$979K 0.14%
+5,102
97
$961K 0.14%
+16,227
98
$951K 0.14%
+5,225
99
$938K 0.14%
+19,666
100
$932K 0.14%
+24,625
2 3
4
5 6