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
101
$1.19M 0.09%
13,484
102
$1.17M 0.09%
15,519
-144
103
$1.14M 0.09%
18,254
+74
104
$1.13M 0.08%
35,836
+1,970
105
$1.09M 0.08%
1,412
-131
106
$1.08M 0.08%
34,938
107
$1.02M 0.08%
8,473
+265
108
$1.01M 0.08%
2,790
+9
109
$963K 0.07%
23,217
+2,445
110
$935K 0.07%
5,263
-123
111
$933K 0.07%
10,937
-180
112
$905K 0.07%
6,686
-47
113
$901K 0.07%
14,939
+8
114
$897K 0.07%
8,256
-337
115
$894K 0.07%
12,766
-476
116
$886K 0.07%
34,317
-9,091
117
$849K 0.06%
7,948
+38
118
$836K 0.06%
5,498
119
$800K 0.06%
1,689
120
$797K 0.06%
5,645
-178
121
$797K 0.06%
10,535
-159
122
$792K 0.06%
23,345
+43
123
$789K 0.06%
7,847
+833
124
$787K 0.06%
12,638
+72
125
$781K 0.06%
852
+1
3 4
5
6 7