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
$1.08B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.79M
3
+$4.42M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.23M
5
MCO icon
Moody's
MCO
+$684K

Top Sells

1
+$4.42M
2
+$3.36M
3
+$2.48M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.29M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.11M

Sector Composition

1 Technology 2.74%
2 Financials 1.62%
3 Healthcare 1.4%
4 Consumer Discretionary 1.18%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.22M 0.11%
22,075
+3
102
$1.15M 0.11%
14,474
-168
103
$1.13M 0.11%
22,623
+6,725
104
$1.13M 0.11%
14,946
+483
105
$1.13M 0.1%
10,698
+1
106
$1.09M 0.1%
11,001
107
$1.09M 0.1%
17,853
-195
108
$1.09M 0.1%
13,204
+47
109
$1.08M 0.1%
9,636
+6
110
$1.08M 0.1%
8,861
+52
111
$1.07M 0.1%
12,959
+138
112
$1.07M 0.1%
1,825
+55
113
$1.06M 0.1%
18,852
-180
114
$1.05M 0.1%
7,783
-14
115
$1.05M 0.1%
11,913
+218
116
$1.02M 0.09%
4,692
+16
117
$1.01M 0.09%
8,181
+242
118
$1M 0.09%
6,458
+241
119
$968K 0.09%
9,619
-564
120
$935K 0.09%
19,893
-360
121
$893K 0.08%
5,084
+125
122
$854K 0.08%
14,706
-65
123
$838K 0.08%
34,938
124
$836K 0.08%
32,658
-648
125
$834K 0.08%
2,909
3 4
5
6 7