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
$791M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$1.89M
3
+$1.41M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.22M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.18M

Top Sells

1
+$2.82M
2
+$758K
3
+$710K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$681K
5
IAU icon
iShares Gold Trust
IAU
+$355K

Sector Composition

1 Technology 2.45%
2 Healthcare 1.58%
3 Financials 1.19%
4 Consumer Discretionary 1.04%
5 Industrials 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$453K 0.06%
6,593
+2
152
$435K 0.06%
9,316
+40
153
$423K 0.05%
2,345
+476
154
$419K 0.05%
9,802
+11
155
$416K 0.05%
+3,645
156
$412K 0.05%
4,714
+35
157
$407K 0.05%
6,162
-147
158
$399K 0.05%
3,080
159
$398K 0.05%
6,103
+959
160
$388K 0.05%
2,010
+35
161
$388K 0.05%
13,368
162
$378K 0.05%
8,889
+6
163
$376K 0.05%
+1,274
164
$373K 0.05%
2,269
+52
165
$372K 0.05%
4,250
166
$372K 0.05%
9,715
-416
167
$369K 0.05%
1,785
168
$369K 0.05%
9,406
+1,643
169
$369K 0.05%
+3,517
170
$357K 0.05%
3,632
+268
171
$339K 0.04%
19,300
172
$335K 0.04%
26,424
-360
173
$330K 0.04%
6,020
174
$326K 0.04%
1,947
-408
175
$324K 0.04%
3,322
5 6
7
8 9