PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.44B
This Quarter Return
-3.93%
1 Year Return
+12.18%
3 Year Return
+38.24%
5 Year Return
+58.02%
10 Year Return
–
AUM
$1.09B
AUM Growth
-$94.3M
(-8%)
Cap. Flow
-$46.6M
Cap. Flow
% of AUM
-4.28%
Top 10 Holdings %
Top 10 Hldgs %
58.32%
Holding
238
New
2
Increased
45
Reduced
130
Closed
13
Top Buys
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
$5.28M |
| 2 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$5.04M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$5M |
| 4 |
Schwab International Equity ETF
SCHF
|
$4.79M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.97M |
Sector Composition
| 1 | Technology | 1.79% |
| 2 | Healthcare | 0.96% |
| 3 | Consumer Staples | 0.66% |
| 4 | Consumer Discretionary | 0.64% |
| 5 | Financials | 0.59% |
