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
$1.36B
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.48M
3
+$2.11M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.73M
5
COIN icon
Coinbase
COIN
+$1.69M

Top Sells

1
+$3.21M
2
+$2.5M
3
+$1.49M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.18M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.08M

Sector Composition

1 Technology 1.76%
2 Healthcare 0.69%
3 Financials 0.67%
4 Consumer Staples 0.55%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$787K 0.06%
5,261
-160
127
$760K 0.06%
3,302
-133
128
$755K 0.06%
851
129
$735K 0.05%
16,036
130
$732K 0.05%
12,015
131
$711K 0.05%
7,014
132
$697K 0.05%
26,748
-1,216
133
$694K 0.05%
20,111
-416
134
$692K 0.05%
9,028
-160
135
$689K 0.05%
15,878
+161
136
$683K 0.05%
5,009
-399
137
$666K 0.05%
8,299
-1,564
138
$665K 0.05%
13,323
+976
139
$662K 0.05%
5,523
-180
140
$640K 0.05%
13,368
141
$636K 0.05%
6,438
142
$628K 0.05%
5,187
-48
143
$623K 0.05%
2,702
+45
144
$618K 0.05%
14,810
145
$618K 0.05%
12,524
-305
146
$596K 0.04%
16,015
147
$591K 0.04%
20,317
+199
148
$574K 0.04%
11,238
149
$571K 0.04%
31,263
-2,551
150
$566K 0.04%
17,570
4 5
6
7 8