PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.44B
1-Year Return
12.18%
This Quarter Return
+5.71%
1 Year Return
+12.18%
3 Year Return
+38.24%
5 Year Return
+58.02%
10 Year Return
–
AUM
$774M
AUM Growth
+$50.5M
(+7%)
Cap. Flow
+$7.8M
Cap. Flow
% of AUM
1.01%
Top 10 Holdings %
Top 10 Hldgs %
46.1%
Holding
223
New
11
Increased
94
Reduced
72
Closed
6
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.76M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$3.68M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.74M |
| 4 |
iShares Gold Trust
IAU
|
$2.02M |
| 5 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
$1.98M |
Top Sells
| 1 |
Vanguard Mid-Cap ETF
VO
|
$2.58M |
| 2 |
SPDR Gold Trust
GLD
|
$2.03M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.17M |
| 4 |
Global Payments
GPN
|
$858K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$795K |
Sector Composition
| 1 | Technology | 2.06% |
| 2 | Financials | 1.39% |
| 3 | Healthcare | 1.33% |
| 4 | Consumer Discretionary | 1.22% |
| 5 | Industrials | 1.04% |
