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
$680M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$90.3M
2
+$32.2M
3
+$29.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$27.9M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$27M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.44%
2 Healthcare 1.31%
3 Financials 1.3%
4 Industrials 1.09%
5 Consumer Discretionary 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$454K 0.07%
+19,645
152
$449K 0.07%
+11,125
153
$449K 0.07%
+2,287
154
$449K 0.07%
+3,667
155
$432K 0.06%
+9,352
156
$431K 0.06%
+4,737
157
$424K 0.06%
+17,926
158
$419K 0.06%
+3,775
159
$419K 0.06%
+2,683
160
$411K 0.06%
+2,347
161
$399K 0.06%
+13,690
162
$372K 0.05%
+6,098
163
$365K 0.05%
+7,668
164
$357K 0.05%
+13,368
165
$355K 0.05%
+7,083
166
$354K 0.05%
+6,113
167
$353K 0.05%
+8,874
168
$349K 0.05%
+3,045
169
$342K 0.05%
+3,235
170
$340K 0.05%
+3,800
171
$326K 0.05%
+4,530
172
$324K 0.05%
+2,503
173
$319K 0.05%
+5,358
174
$317K 0.05%
+6,303
175
$316K 0.05%
+1,871
5 6
7
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