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
$1.28B
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$2.55M
3
+$1.63M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.58M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.41M

Top Sells

1
+$4.75M
2
+$1.63M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.09M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$780K

Sector Composition

1 Technology 2.03%
2 Healthcare 0.72%
3 Consumer Staples 0.54%
4 Financials 0.51%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.12%
36,732
77
$1.47M 0.12%
7,252
78
$1.47M 0.12%
13,534
+45
79
$1.46M 0.11%
19,245
+11,085
80
$1.44M 0.11%
9,576
-120
81
$1.44M 0.11%
17,387
82
$1.42M 0.11%
10,347
83
$1.42M 0.11%
23,137
-999
84
$1.4M 0.11%
1,550
85
$1.38M 0.11%
3,703
-40
86
$1.37M 0.11%
15,531
-858
87
$1.35M 0.11%
23,495
88
$1.32M 0.1%
10,365
89
$1.29M 0.1%
12,049
-150
90
$1.27M 0.1%
7,706
-169
91
$1.27M 0.1%
8,412
-1,127
92
$1.25M 0.1%
24,958
93
$1.25M 0.1%
11,125
-90
94
$1.19M 0.09%
3,177
95
$1.18M 0.09%
4,520
96
$1.16M 0.09%
9,128
+57
97
$1.16M 0.09%
31,981
+1,795
98
$1.14M 0.09%
5,612
+35
99
$1.13M 0.09%
43,360
+578
100
$1.11M 0.09%
28,991
+1,215
2 3
4
5 6