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
126
$821K 0.08%
13,480
+19
127
$805K 0.07%
8,947
+74
128
$799K 0.07%
7,300
+1
129
$787K 0.07%
3,031
+15
130
$776K 0.07%
5,955
131
$775K 0.07%
10,650
132
$772K 0.07%
3,170
+174
133
$770K 0.07%
5,484
-237
134
$766K 0.07%
6,421
+2
135
$761K 0.07%
22,419
136
$744K 0.07%
8,275
-248
137
$724K 0.07%
22,591
+730
138
$718K 0.07%
20,703
+6,641
139
$705K 0.07%
7,119
+81
140
$699K 0.06%
5,089
+601
141
$691K 0.06%
12,675
-75
142
$687K 0.06%
11,485
-35
143
$687K 0.06%
5,077
+23
144
$684K 0.06%
+1,890
145
$680K 0.06%
10,761
+195
146
$675K 0.06%
14,665
-845
147
$651K 0.06%
12,044
+98
148
$639K 0.06%
13,368
149
$636K 0.06%
2,772
+377
150
$632K 0.06%
9,859
+1,110
4 5
6
7 8