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
$1.08B
AUM Growth
+$69.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.79M
3
+$4.42M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.23M
5
MCO icon
Moody's
MCO
+$684K

Top Sells

1
+$4.42M
2
+$3.36M
3
+$2.48M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.29M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.11M

Sector Composition

1 Technology 2.74%
2 Financials 1.62%
3 Healthcare 1.4%
4 Consumer Discretionary 1.18%
5 Industrials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$631K 0.06%
2,700
+220
152
$584K 0.05%
22,938
-547
153
$577K 0.05%
3,474
+4
154
$576K 0.05%
20,792
155
$564K 0.05%
11,113
156
$554K 0.05%
3,349
+10
157
$552K 0.05%
7,308
+2,181
158
$551K 0.05%
3,165
+45
159
$550K 0.05%
3,322
160
$549K 0.05%
9,591
-90
161
$548K 0.05%
6,596
+2
162
$539K 0.05%
3,642
-3
163
$534K 0.05%
24,599
-124
164
$515K 0.05%
5,226
-61
165
$514K 0.05%
4,566
+268
166
$513K 0.05%
22,509
+135
167
$512K 0.05%
2,191
-5
168
$510K 0.05%
13,431
+1,240
169
$507K 0.05%
14,505
+1,360
170
$495K 0.05%
1,590
-80
171
$481K 0.04%
9,087
+36
172
$472K 0.04%
17,365
173
$463K 0.04%
+10,732
174
$453K 0.04%
8,580
-11,400
175
$451K 0.04%
9,947
+11
5 6
7
8 9