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
$1.34B
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.46M
3
+$2.03M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.97M
5
MSTR icon
Strategy Inc
MSTR
+$1.6M

Top Sells

1
+$7.23M
2
+$2.96M
3
+$1.69M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.66M
5
PLTR icon
Palantir
PLTR
+$813K

Sector Composition

1 Technology 2.01%
2 Financials 0.6%
3 Healthcare 0.58%
4 Consumer Discretionary 0.58%
5 Consumer Staples 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$751K 0.06%
15,517
+2,993
127
$739K 0.06%
8,458
128
$702K 0.05%
28,018
+7,785
129
$674K 0.05%
8,565
+266
130
$668K 0.05%
13,462
+139
131
$660K 0.05%
4,543
-718
132
$654K 0.05%
15,650
-386
133
$649K 0.05%
12,027
+12
134
$643K 0.05%
20,507
+190
135
$639K 0.05%
9,031
+3
136
$638K 0.05%
13,368
137
$638K 0.05%
4,434
-1,089
138
$632K 0.05%
22,666
-4,082
139
$628K 0.05%
19,475
-636
140
$618K 0.05%
2,911
-391
141
$605K 0.05%
11,576
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142
$583K 0.04%
10,009
-13,049
143
$582K 0.04%
2,702
144
$577K 0.04%
17,858
145
$564K 0.04%
17,570
146
$559K 0.04%
9,436
+9
147
$546K 0.04%
6,063
-375
148
$542K 0.04%
4,300
-709
149
$539K 0.04%
31,263
150
$529K 0.04%
2,797
4 5
6
7 8