PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.44B
1-Year Return
12.18%
This Quarter Return
+10.24%
1 Year Return
+12.18%
3 Year Return
+38.24%
5 Year Return
+58.02%
10 Year Return
–
AUM
$680M
AUM Growth
–
Cap. Flow
+$680M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.09%
Holding
211
New
211
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$90.3M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$32.2M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$29.3M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$27.9M |
| 5 |
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% |
