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
126
$624K 0.09%
+11,754
127
$619K 0.09%
+6,964
128
$599K 0.09%
+6,786
129
$590K 0.09%
+10,275
130
$586K 0.09%
+6,415
131
$577K 0.08%
+6,708
132
$568K 0.08%
+2,132
133
$560K 0.08%
+22,479
134
$560K 0.08%
+19,662
135
$559K 0.08%
+22,292
136
$539K 0.08%
+11,509
137
$514K 0.08%
+5,714
138
$507K 0.07%
+22,385
139
$505K 0.07%
+2,907
140
$502K 0.07%
+9,307
141
$502K 0.07%
+22,399
142
$501K 0.07%
+10,937
143
$500K 0.07%
+12,900
144
$495K 0.07%
+4,133
145
$489K 0.07%
+13,887
146
$480K 0.07%
+10,718
147
$476K 0.07%
+5,912
148
$472K 0.07%
+8,919
149
$472K 0.07%
+10,125
150
$470K 0.07%
+14,460
4 5
6
7 8