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
$1.36B
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.48M
3
+$2.11M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.73M
5
COIN icon
Coinbase
COIN
+$1.69M

Top Sells

1
+$3.21M
2
+$2.5M
3
+$1.49M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.18M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.08M

Sector Composition

1 Technology 1.76%
2 Healthcare 0.69%
3 Financials 0.67%
4 Consumer Staples 0.55%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.12%
25,364
+35
77
$1.6M 0.12%
13,652
-582
78
$1.59M 0.12%
13,559
+25
79
$1.58M 0.12%
7,173
-79
80
$1.58M 0.12%
36,732
81
$1.5M 0.11%
13,236
+113
82
$1.5M 0.11%
23,058
-79
83
$1.48M 0.11%
10,162
-185
84
$1.47M 0.11%
23,478
-17
85
$1.45M 0.11%
9,576
86
$1.43M 0.11%
17,342
-45
87
$1.41M 0.1%
3,388
-315
88
$1.41M 0.1%
8,412
89
$1.41M 0.1%
15,033
-498
90
$1.37M 0.1%
1,543
-7
91
$1.35M 0.1%
12,227
+178
92
$1.33M 0.1%
29,870
+879
93
$1.33M 0.1%
35,376
+3,395
94
$1.33M 0.1%
11,125
95
$1.32M 0.1%
7,595
-111
96
$1.31M 0.1%
24,998
+40
97
$1.29M 0.1%
3,372
+195
98
$1.29M 0.09%
9,054
-74
99
$1.27M 0.09%
10,408
+43
100
$1.27M 0.09%
15,663
2 3
4
5 6