PIMG
Patriot Investment Management Group Portfolio holdings
AUM
$1.44B
1-Year Return
12.18%
This Quarter Return
-15.49%
1 Year Return
+12.18%
3 Year Return
+38.24%
5 Year Return
+58.02%
10 Year Return
–
AUM
$658M
AUM Growth
-$116M
(-15%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
2.3%
Top 10 Holdings %
Top 10 Hldgs %
48.08%
Holding
229
New
12
Increased
92
Reduced
71
Closed
26
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$5.05M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$3.93M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.03M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$3M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.48M |
Top Sells
| 1 |
WRK
WestRock Company
WRK
|
$2.45M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.06M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.5M |
| 4 |
Ingevity
NGVT
|
$1.48M |
| 5 |
Apple
AAPL
|
$1.07M |
Sector Composition
| 1 | Technology | 1.97% |
| 2 | Healthcare | 1.45% |
| 3 | Financials | 1.1% |
| 4 | Industrials | 0.83% |
| 5 | Consumer Staples | 0.73% |
