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
$1.34B
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.46M
3
+$2.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.97M
5
MSTR icon
Strategy Inc
MSTR
+$1.6M

Top Sells

1
+$7.23M
2
+$2.96M
3
+$1.69M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.66M
5
PLTR icon
Palantir
PLTR
+$813K

Sector Composition

1 Technology 2.01%
2 Financials 0.6%
3 Healthcare 0.58%
4 Consumer Discretionary 0.58%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.12%
12,603
-378
77
$1.55M 0.12%
6,993
-180
78
$1.53M 0.11%
9,576
79
$1.5M 0.11%
25,536
+172
80
$1.49M 0.11%
13,259
-300
81
$1.44M 0.11%
23,478
82
$1.38M 0.1%
3,373
+1
83
$1.38M 0.1%
5,742
+117
84
$1.37M 0.1%
15,376
+343
85
$1.37M 0.1%
12,699
-953
86
$1.36M 0.1%
8,412
87
$1.34M 0.1%
10,107
-55
88
$1.31M 0.1%
5,016
-289
89
$1.3M 0.1%
11,032
-93
90
$1.3M 0.1%
15,287
-2,055
91
$1.27M 0.1%
10,505
+97
92
$1.27M 0.1%
7,591
-4
93
$1.26M 0.09%
24,998
94
$1.25M 0.09%
30,722
+852
95
$1.24M 0.09%
11,618
-609
96
$1.23M 0.09%
13,634
+305
97
$1.22M 0.09%
12,220
-1,016
98
$1.21M 0.09%
2,866
-522
99
$1.2M 0.09%
36,128
-604
100
$1.2M 0.09%
9,056
+2
2 3
4
5 6