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
101
$915K 0.13%
+8,189
102
$915K 0.13%
+29,651
103
$898K 0.13%
+47,497
104
$889K 0.13%
+38,403
105
$885K 0.13%
+15,788
106
$855K 0.13%
+9,574
107
$851K 0.13%
+12,933
108
$849K 0.12%
+21,075
109
$842K 0.12%
+5,393
110
$812K 0.12%
+15,726
111
$803K 0.12%
+7,721
112
$799K 0.12%
+15,527
113
$778K 0.11%
+8,190
114
$761K 0.11%
+52,505
115
$728K 0.11%
+12,217
116
$726K 0.11%
+7,278
117
$700K 0.1%
+13,308
118
$694K 0.1%
+8,472
119
$690K 0.1%
+11,361
120
$683K 0.1%
+12,369
121
$680K 0.1%
+13,364
122
$669K 0.1%
+6,617
123
$639K 0.09%
+6,434
124
$631K 0.09%
+24,225
125
$629K 0.09%
+4,649
3 4
5
6 7