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
$723M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.88M
3
+$1.43M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.33M
5
GPN icon
Global Payments
GPN
+$1.04M

Top Sells

1
+$6.35M
2
+$2.59M
3
+$1.62M
4
TSS
Total System Services, Inc.
TSS
+$1.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$737K

Sector Composition

1 Technology 1.68%
2 Healthcare 1.3%
3 Financials 1.25%
4 Consumer Discretionary 1.14%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$470K 0.07%
6,465
+1,656
152
$466K 0.06%
10,122
-330
153
$446K 0.06%
2,683
154
$440K 0.06%
5,912
-300
155
$436K 0.06%
9,784
-1,174
156
$432K 0.06%
2,287
157
$425K 0.06%
19,505
-2,880
158
$417K 0.06%
18,145
159
$409K 0.06%
8,708
-21
160
$401K 0.06%
4,250
161
$388K 0.05%
13,690
162
$377K 0.05%
2,910
+1
163
$377K 0.05%
13,368
164
$372K 0.05%
11,379
-400
165
$372K 0.05%
8,785
-318
166
$369K 0.05%
6,100
+400
167
$369K 0.05%
8,880
+3
168
$368K 0.05%
+4,601
169
$354K 0.05%
8,614
-1,665
170
$352K 0.05%
6,326
+2,203
171
$345K 0.05%
6,070
-43
172
$340K 0.05%
1,948
+57
173
$326K 0.05%
4,267
+170
174
$323K 0.04%
6,016
175
$312K 0.04%
3,381
5 6
7
8 9