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
176
$316K 0.05%
+3,496
177
$313K 0.05%
+10,783
178
$307K 0.05%
+6,016
179
$300K 0.04%
+3,363
180
$295K 0.04%
+4,864
181
$284K 0.04%
+3,380
182
$284K 0.04%
+6,118
183
$282K 0.04%
+3,830
184
$269K 0.04%
+3,592
185
$264K 0.04%
+5,127
186
$262K 0.04%
+4,894
187
$258K 0.04%
+5,520
188
$253K 0.04%
+9,197
189
$250K 0.04%
+3,267
190
$247K 0.04%
+2,189
191
$246K 0.04%
+24,784
192
$238K 0.04%
+4,609
193
$237K 0.03%
+11,710
194
$233K 0.03%
+16,668
195
$231K 0.03%
+21,398
196
$229K 0.03%
+3,888
197
$229K 0.03%
+3,028
198
$228K 0.03%
+6,005
199
$227K 0.03%
+2,806
200
$223K 0.03%
+5,597
5 6 7
8
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