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PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.72B
1-Year Est. Return
17.84%
This Fund
S&P 500
This Quarter
Est. Return
+10.24%
1 Year Est. Return
+17.84%
3 Year Est. Return
+48.48%
5 Year Est. Return
+41.92%
10 Year Est. Return
–
AUM
$680M
AUM Growth
–
Cap. Flow
+$660M
Cap. Flow
% of AUM
97.13%
Top 10 Holdings %
Top 10 Hldgs %
46.09%
Holding
211
New
211
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$87M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$31.6M |
| 3 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$28.5M |
| 4 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$26.7M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$26.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.44% |
| 2 | Healthcare | 1.31% |
| 3 | Financials | 1.3% |
| 4 | Industrials | 1.09% |
| 5 | Consumer Discretionary | 1.08% |
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Patriot Investment Management Group's Q1 2019 Portfolio in Review
Q1 2019 is the first quarter with a 13F filing on record for Patriot Investment Management Group, which disclosed 211 positions worth $680M. Its ten largest holdings account for 46% of the portfolio.
Its largest position is Vanguard Morningstar Total Stock Market ETF: 623,882 shares worth $90.3M.
By sector, the portfolio is most concentrated in Technology at 1.4% of assets, followed by Healthcare and Financials.
- Patriot Investment Management Group's largest Q1 2019 buy was Vanguard Morningstar Total Stock Market ETF: 623,882 shares worth $90.3M.
- Patriot Investment Management Group's ten largest holdings make up 46% of its $680M portfolio in Q1 2019.
- Patriot Investment Management Group disclosed 211 positions in Q1 2019, its first 13F filing on record.
Based on Patriot Investment Management Group's 13F filing for Q1 2019, filed 1 May 2019.