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
$791M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.89M
3
+$1.41M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.22M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.18M

Top Sells

1
+$2.82M
2
+$758K
3
+$710K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$681K
5
IAU icon
iShares Gold Trust
IAU
+$355K

Sector Composition

1 Technology 2.45%
2 Healthcare 1.58%
3 Financials 1.19%
4 Consumer Discretionary 1.04%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$884K 0.11%
16,490
-349
102
$874K 0.11%
24,585
+1,075
103
$874K 0.11%
+14,188
104
$871K 0.11%
33,732
-2,458
105
$868K 0.11%
17,109
+10,925
106
$843K 0.11%
10,325
-3,752
107
$838K 0.11%
13,170
+28
108
$829K 0.1%
20,754
+1,131
109
$827K 0.1%
13,643
+1,112
110
$825K 0.1%
13,714
+8
111
$822K 0.1%
22,419
+20
112
$804K 0.1%
15,981
+4,179
113
$787K 0.1%
15,548
+68
114
$767K 0.1%
24,730
+1,065
115
$759K 0.1%
4,357
+1,491
116
$752K 0.1%
9,733
+440
117
$749K 0.09%
11,108
118
$747K 0.09%
19,032
119
$701K 0.09%
11,607
-72
120
$686K 0.09%
1,575
+60
121
$680K 0.09%
15,755
-105
122
$662K 0.08%
13,318
+10
123
$656K 0.08%
6,587
+18
124
$656K 0.08%
7,148
+840
125
$655K 0.08%
40,455
-7,042
3 4
5
6 7