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
101
$1.25M 0.09%
4,794
-505
102
$1.19M 0.09%
13,484
103
$1.19M 0.09%
5,625
+13
104
$1.16M 0.09%
43,408
+48
105
$1.13M 0.08%
18,180
-700
106
$1.13M 0.08%
33,866
-826
107
$1.09M 0.08%
2,781
+9
108
$1.08M 0.08%
13,329
-1,458
109
$1.06M 0.08%
5,386
-535
110
$1.02M 0.07%
34,938
111
$996K 0.07%
8,208
112
$982K 0.07%
14,931
-265
113
$950K 0.07%
13,242
114
$939K 0.07%
6,733
115
$935K 0.07%
5,498
116
$928K 0.07%
23,302
117
$925K 0.07%
8,593
118
$903K 0.07%
12,566
+4
119
$894K 0.07%
10,694
-1,098
120
$894K 0.07%
7,910
-218
121
$871K 0.06%
11,117
-69
122
$866K 0.06%
5,823
-235
123
$847K 0.06%
20,772
124
$830K 0.06%
8,458
125
$802K 0.06%
1,689
3 4
5
6 7