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
$1.36B
AUM Growth
+$83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$2.48M
3
+$2.11M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.73M
5
COIN icon
Coinbase
COIN
+$1.69M

Top Sells

1
+$3.21M
2
+$2.5M
3
+$1.49M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.18M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.08M

Sector Composition

1 Technology 1.76%
2 Healthcare 0.69%
3 Financials 0.67%
4 Consumer Staples 0.55%
5 Consumer Discretionary 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$558K 0.04%
9,160
152
$551K 0.04%
8,794
-89
153
$543K 0.04%
18,749
-2,197
154
$538K 0.04%
1,905
+4
155
$521K 0.04%
9,578
156
$519K 0.04%
17,858
157
$515K 0.04%
12,485
158
$514K 0.04%
3,082
159
$508K 0.04%
20,233
+995
160
$507K 0.04%
5,170
161
$502K 0.04%
9,427
+2
162
$500K 0.04%
6,815
+50
163
$498K 0.04%
11,091
-4,398
164
$487K 0.04%
6,898
+7
165
$480K 0.04%
19,043
166
$470K 0.03%
4,246
+122
167
$468K 0.03%
+5,094
168
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2,797
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169
$460K 0.03%
4,854
-383
170
$459K 0.03%
5,222
171
$445K 0.03%
9,393
172
$428K 0.03%
1,405
173
$424K 0.03%
3,680
-89
174
$424K 0.03%
1,541
-30
175
$400K 0.03%
11,065
5 6
7
8 9