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
$1.08B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.79M
3
+$4.42M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.23M
5
MCO icon
Moody's
MCO
+$684K

Top Sells

1
+$4.42M
2
+$3.36M
3
+$2.48M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.29M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.11M

Sector Composition

1 Technology 2.74%
2 Financials 1.62%
3 Healthcare 1.4%
4 Consumer Discretionary 1.18%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.7M 0.16%
31,000
-942
77
$1.7M 0.16%
23,070
+1,000
78
$1.7M 0.16%
46,664
-537
79
$1.68M 0.16%
29,971
+3,499
80
$1.62M 0.15%
24,185
+1,071
81
$1.59M 0.15%
55,960
+1,102
82
$1.58M 0.15%
6,884
+920
83
$1.57M 0.15%
31,166
-12
84
$1.54M 0.14%
19,846
+146
85
$1.52M 0.14%
5,203
+151
86
$1.45M 0.13%
13,768
+161
87
$1.44M 0.13%
9,733
88
$1.4M 0.13%
14,502
-736
89
$1.4M 0.13%
14,130
-475
90
$1.34M 0.12%
15,755
+178
91
$1.34M 0.12%
12,941
-103
92
$1.31M 0.12%
21,693
-341
93
$1.31M 0.12%
33,483
+2,580
94
$1.29M 0.12%
9,765
-153
95
$1.29M 0.12%
6,256
+259
96
$1.27M 0.12%
21,062
-101
97
$1.27M 0.12%
19,384
-53
98
$1.24M 0.12%
24,470
-16,886
99
$1.23M 0.11%
22,920
-625
100
$1.23M 0.11%
22,926
+670
2 3
4
5 6